BMO Financial Group
Retail Banking
PersonalBankingAssociate
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optimal for Entry candidates.
“Personal Banking Associate at BMO Financial Group. Skills: Personal banking, Customer service, Sales, Financial advice. Deliver exceptional service to BMO customers. Identify customer needs and provide advice”
What You'll Achieve.
Achieve overall business objectives; Contributes to meeting branch business results; Contributes to business results and the overall experience delivered
Industry & Context.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges; Analyzes issues and determines next escalates as required
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
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, Verbal & written communication skills - Good, Organization skills - Good, Collaboration & team skills - Good, Analytical and problem solving skills - Good
Nice to Have
Certification in related field of study desirable or an equivalent combination of education and experience, Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications, Some experience in a consultative customer service or sales roles, Passionate commitment to helping customers, Drive to deliver a personal customer experience, 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, Basic specialized knowledge
What You'll Do.
Deliver exceptional service to BMO customers
Identify customer needs and provide advice
Collaborate with BMO partners
Identify referral opportunities
Welcome and guide customers
Offer advice on digital options
Assist in conducting client conversations
Recommend alternative banking channels
Provide personal banking advice
Provide investment advice
Meet customer transaction needs
Review customer profiles
Engage customers in needs-based conversation
Address everyday banking plans
Address credit card needs
Contribute to meeting branch results
Support operational activities
Follow through on risk processes
Follow through on compliance processes
Keep current with financial marketplace
Keep current with legal environment
Keep current with regulatory environment
Maintain current knowledge of products
Integrate marketing promotions
Integrate marketing programs
Organize work information
Find creative approaches
Contribute to improvement of customer experience
Contribute to business results
Comply with legal requirements
Comply with regulatory requirements
Protect the Bank's assets
Complete complex tasks
Complete diverse tasks
Determine next escalates
Make risk informed decisions
Align to business strategy
Adhere to applicable policy documents
How You'll Work.
Team & Collaboration
Works collaboratively within the branch; Works collaboratively through various channels with BMO partners; Collaborates with BMO partners to identify referral opportunities; 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: 06/02/2026 Address: 420 Vansickle Road 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 the overa
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