BMO Financial Group
Retail Banking
PersonalBankingAssociate
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“Personal Banking Associate at BMO Financial Group. Skills: Customer service, Sales, Banking. 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 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
What They're Looking For.
Must Have
Registration to sell investment products completed or in progress (must be completed within 12 months), 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, Basic knowledge of specialized sales and business banking solutions to refer to specialists, Verbal & written communication skills - Good, Organization skills - Good, Collaboration & team skills - Good, Analytical and problem solving skills - Good
Nice to Have
Fluency in English and Korean or Mandarin, Availability from Monday to Saturday, 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
Guide customers on digital and self-serve options
Conduct client conversations about banking services
Meet customer transaction-based needs
Engage customers in needs-based conversation
Contribute to meeting branch business results
Support operational activities
Integrate marketing promotions into customer conversations
Organize work information for accuracy
Find creative approaches for customer experience
Contribute to improvement of customer experience
Follow risk and compliance processes
Keep current with financial services marketplace
Maintain knowledge of personal banking products
Identify and report suspicious patterns of activity
Comply with legal and regulatory requirements
Protect the Bank's assets
Complete complex & diverse tasks
Analyze issues and determine next steps
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: 06/26/2026 Address: 7150 Kerr Street Job Family Group: Retail Banking Sales & Service **The successful candidate will be based at the newly opening BMO Gilmore Station branch.** **Fluency in English and Korean or Mandarin preferred.** **This role requires availability from Monday to Saturday.** 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
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