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. Deliver exceptional service to customers. Identify customer needs”
What You'll Achieve.
Achieve overall business objectives; Grow the customer’s relationship with BMO; Make it easy, simple, and fast to bank with BMO; Contributes to meeting branch business results; Contributes to the customer experience; Contributes to business results; Contributes to the overall experience delivered
Industry & Context.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges; 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), 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.
Deliver exceptional service to customers
Identify customer needs
Provide advice and guidance
Collaborate with partners
Welcome and guide customers
Offer advice on digital options
Conduct 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
Identify potential opportunities
Address everyday banking plans
Address credit card needs
Contribute to meeting branch business results
Contribute to customer experience
Support operational activities
Follow through on risk processes
Follow through on compliance processes
Maintain customer privacy
Act in customer's best interest
Keep current with financial marketplace
Keep current with legal environment
Keep current with regulatory environment
Uphold ethical requirements
Maintain current knowledge of products
Integrate marketing promotions
Integrate marketing programs
Identify suspicious patterns
Report suspicious patterns
Comply with legal requirements
Comply with regulatory requirements
Protect Bank's assets
Complete complex tasks
Complete diverse tasks
Accept new accountabilities
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: 06/04/2026 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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