BMO Financial Group
Retail Banking
PersonalBankingAssociate
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“Personal Banking Associate at BMO Financial Group. Skills: Customer service, Sales, Financial advice. Deliver exceptional service to customers. Identify customer needs”
What You'll Achieve.
Achieve overall business objectives; Further grow the customer’s relationship with BMO; Make it easy, simple, and fast to bank with BMO; Contributes to meeting branch business results and the customer experience; Contributes to business results and the overall experience delivered
Industry & Context.
Analytical and problem solving skills - Good; An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
May work at multiple branches or through various channels based on market work schedule may differ from week to week in terms of days worked, hours, and shifts, Accommodations are available on request for candidates taking part in all aspects of the selection process
What They're Looking For.
Must Have
Registration to sell investment products completed or in progress (must be completed within 12 months), Basic knowledge of specialized sales and business banking solutions, Basic specialized knowledge
Nice to Have
Certification in related field of study desirable or an equivalent combination of education and experience, Some experience in a consultative customer service or sales roles, A focus on results and the ability to thrive in a consultative sales and team-based environment, Resourceful self-starter with courage and confidence to approach customers, Readiness to collaborate and work in different capacities as part of a team, Interpersonal skills, including the ability to build rapport and connections with customers, An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
What You'll Do.
Deliver exceptional service to customers
Identify customer needs
Provide advice and guidance
Collaborate with partners
Grow customer relationships
Welcome and guide customers
Offer advice on digital options
Conduct client conversations
Recommend alternative banking channels
Provide personal banking advice
Provide investment advice
Meet customer transaction needs
Review customer profiles
Engage customers in conversations
Address everyday banking plans
Contribute to branch results
Support operational activities
Follow risk and compliance processes
Maintain knowledge of products
Integrate marketing promotions
Organize work information
Find creative approaches
Contribute to improvement
Comply with legal requirements
Protect Bank's assets
Complete complex tasks
Make risk informed decisions
How You'll Work.
Team & Collaboration
Works collaboratively within the branch; Works through various channels with BMO partners; Collaborates with BMO partners; Acts as a key member of a collaborative and versatile branch and market team; Readiness to collaborate and work in different capacities as part of a team
Communication Scope
Verbal & written communication skills - Good
Full Job Description
Application Deadline: 06/29/2026 Address: 8 Nolan Hill Boulevard NW Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. * Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking. * Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. * As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. * Meets customer transaction-based needs with seamless execution. * Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. * Contributes to meeting branch business results and the customer experience. * Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). * Acts as a key member of a collaborative and versatile branch and market team. * Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work information to ensure accuracy and completeness. * Takes the initiative to find creative approaches that make each customer’s experience feel personal. * Looks for ways to contribute to the ongoing improvement of th
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