BMO
Retail Banking
PersonalBankingAssociate
Neural analysis suggests this role is
optimal for Entry candidates.
“Personal Banking Associate at BMO. Skills: client relationships, financial solutions, customer experience. Delivers exceptional service. Identifies customer needs”
What You'll Achieve.
Achieve overall business objectives; Contribute to meeting branch business results; Contribute to the customer experience; Contribute to business results; Contribute to 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
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, 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, 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.
Delivers exceptional service
Identifies customer needs
Provides advice and guidance
Works collaboratively within the branch
Works through various channels
Collaborates with BMO partners
Identifies referral opportunities
Welcomes and guides customers
Offers advice on digital options
Acts as a lobby leader
Conducts client conversations
Recommends alternative banking channels
Provides personal banking advice
Provides investment advice
Meets customer transaction needs
Reviews customer profiles
Engages customers in needs-based conversation
Identifies potential opportunities
Addresses everyday banking plans
Addresses credit card needs
Contributes to meeting branch results
Contributes to customer experience
Supports operational activities
Probes to understand needs
Integrates marketing promotions
Integrates marketing programs
Provides strategic advice
Organizes work information
Takes initiative to find approaches
Makes customer experience personal
Looks for ways to contribute
Contributes to business results
Contributes to overall experience
Works at multiple branches
Works through various channels
Follows through on risk processes
Follows through on compliance processes
Safeguards customers’ assets
Maintains customer privacy
Acts in customers’ best interest
Keeps current with marketplace
Keeps current with legal environment
Keeps current with regulatory environment
Upholds ethical requirements
Maintains current knowledge
Integrates into customer conversations
Identifies suspicious patterns
Reports suspicious patterns
Complies with legal requirements
Complies with regulatory requirements
Protects Bank's assets
Completes complex tasks
Completes diverse tasks
Determines next steps
Escalates as required
Broader work assigned
Accountabilities assigned
How You'll Work.
Team & Collaboration
Works collaboratively within the branch; Works 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: 06/04/2026 Address: 6455 rue Jean Talon Est, #101 Job Family Group: Retail Banking Sales & Service **Build your future with a career that grows with you.** If you are a recent or upcoming graduate eager to make a meaningful impact from day one, our Personal Banking Associate opportunities across Laval and Montreal North offer an exceptional path to grow your skills, build trusted client relationships, and be part of a team that truly invests in your success. At BMO, you'll get hands-on training, real mentorship, and the chance to help our customers achieve their goals—while shaping a rewarding career of your own. 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, fili
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