BMO Financial Group
Retail Banking
PersonalBankingAssociate
Neural analysis suggests this role is
optimal for Entry candidates.
“Personal Banking Associate at BMO Financial Group. Skills: Customer service, Sales, Financial advice. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions”
What You'll Achieve.
Achieve overall business objectives; 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; 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) - as appropriate for the jurisdiction, 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, with a drive to deliver a personal customer experience, Basic knowledge of specialized sales and business banking solutions to refer to specialists, 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, Verbal & written communication skills - Good, Organization skills - Good, Collaboration & team skills - Good, Analytical and problem solving skills - Good
What You'll Do.
Delivers exceptional service to BMO customers and prospects
Identifies customer needs and provides advice and guidance regarding financial solutions
Works collaboratively within the branch and through various channels with BMO partners
Collaborates with BMO partners to identify referral opportunities
Welcomes and guides customers as they walk into the branch lobby
Offers advice and guidance on available digital and self-serve options
Assists in conducting client conversations about banking services
Recommends alternative banking channels
Provides personal banking and investment advice
Meets customer transaction-based needs with seamless execution
Reviews customer profiles and engages customers in a needs-based conversation
Addresses 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
opening and closing activities)
Probes to understand customer personal banking and credit card needs
Integrates marketing promotions and programs into customer conversations
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 overall customer experience
Follows through on risk and compliance processes and policies
Keeps current with the wider financial services marketplace
the legal and regulatory environment
Maintains current knowledge of personal banking products
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering
Complies with legal and regulatory requirements for the jurisdiction
Protects the Bank's assets in compliance with all regulatory
and ethical requirements
Completes complex & diverse tasks within given rules/limits
Analyzes issues and determines next escalates as required
Takes measured risks while protecting the bank by applying our Risk Management Framework
How You'll Work.
Team & Collaboration
Works collaboratively within the branch and 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: 06/09/2026 Address: 2450 Sheppard Avenue East 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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