BMO
Retail Banking
PersonalBankingAssociate
Neural analysis suggests this role is
optimal for Entry candidates.
“Personal Banking Associate at BMO. Skills: sales, customer service, financial advice. 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.”
What You'll Achieve.
Contributes to meeting branch business results and the customer experience.; Contributes to business results and the overall experience delivered.; making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
Industry & Context.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.; Analyzes issues and determines next escalates as required.; Analytical and problem solving skills - Good
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, Basic knowledge of specialized sales and business banking solutions to refer to specialists, Basic specialized knowledge
Nice to Have
certification in related field of study desirable or an equivalent combination of education and experience
What You'll Do.
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
and fast to bank with BMO.
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
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 overall customer experience.
Contributes to business results and the overall experience delivered.
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
Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets
maintain their privacy
and act in their best interest.
Keeps current with the wider financial services marketplace
the legal and regulatory environment
and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products
and trends and integrates into customer conversations.
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.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role
in line with our Risk Culture and within our approved Risk Appetite
making sound and risk informed decisions that align to business strategy
and adhere to applicable policy documents (Frameworks
Procedures and Supporting documents)
laws and regulations.
How You'll Work.
Team & Collaboration
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.; 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: 05/28/2026 Address: 9440 boul Lacordaire, Bldg D 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
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