BMO
Financial Services
PersonalBankingAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Personal Banking Associate at BMO. Skills: Sales, Customer service, Financial advice. Deliver exceptional service. Identify customer needs”
What You'll Achieve.
Achieve business objectives; Contribute to business results
Industry & Context.
Problem solving; Issue analysis
What They're Looking For.
Must Have
1-2 years relevant experience, Registration to sell investment products completed or in progress, Confident use of social media, Confident use of tablets, Confident use of Smart phones, Confident use of online tools, Confident use of applications, Consultative customer service experience, Sales roles experience, Basic knowledge of sales solutions, Basic knowledge of business banking solutions, Interpersonal skills, Ability to build rapport, Ability to build connections with customers, Aptitude for listening, Aptitude for solving problems, Aptitude for responding flexibly, Aptitude for responding creatively, Basic specialized knowledge, Verbal communication skills, Written communication skills, Organization skills, Collaboration skills, Team skills, Analytical skills, Problem solving skills
Nice to Have
Certification in related field desirable, Equivalent combination of education and experience
What You'll Do.
Deliver exceptional service
Identify customer needs
Provide financial advice
Provide guidance on financial solutions
Collaborate with BMO partners
Identify referral opportunities
Grow customer relationships
Offer advice on digital options
Offer guidance on self-serve options
Conduct client conversations
Recommend alternative banking channels
Provide personal banking advice
Provide investment advice
Meet customer transaction-based 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
Handle escalated service requests
Follow up on customer applications
Perform opening activities
Perform closing activities
Act as a key team member
Integrate marketing promotions
Integrate marketing programs
Provide strategic advice
Organize work information
Find creative approaches
Make customer experience personal
Look for ways to improve customer experience
Contribute to business results
Contribute to overall experience
Follow risk processes
Follow compliance processes
Safeguard customer assets
Maintain customer privacy
Act in customer's best interest
Keep current with financial services marketplace
Keep current with legal environment
Keep current with regulatory environment
Uphold ethical requirements
Maintain current knowledge of products
Maintain current knowledge of practices
Maintain current knowledge of trends
Integrate knowledge into conversations
Identify suspicious patterns of activity
Report suspicious patterns of activity
Comply with legal requirements
Comply with regulatory requirements
Complete complex tasks
Complete diverse tasks
Apply Risk Management Framework
Make risk informed decisions
Align decisions to business strategy
Adhere to policy documents
Adhere to regulations
How You'll Work.
Team & Collaboration
Collaborate within branch; Collaborate through channels; Collaborate with BMO partners; Collaborative branch team; Versatile market team
Communication Scope
Verbal communication; Written communication
Full Job Description
Application Deadline: 07/04/2026 Address: 568 College Street Job Family Group: Retail Banking Sales & Service Portuguese/Italian/Spanish speaker is an asset 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 con
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