BMO
Retail Banking
PersonalBankingAssociate
Neural analysis suggests this role is
optimal for Entry candidates.
“Personal Banking Associate at BMO. Skills: Customer service, Sales, Financial advice. Deliver exceptional service to customers. Identify customer needs”
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.; Analyzes issues and determines next escalates as required.
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, 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, Passion for helping customers, Drive to deliver a personal customer experience, 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, Basic specialized knowledge
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
Assist in 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
Address everyday banking plans
Address credit card needs
Contribute to branch business results
Contribute to customer experience
Support operational activities
Follow through on risk processes
Follow through on compliance processes
Keep current with marketplace
Keep current with legal environment
Keep current with regulatory environment
Maintain knowledge of products
Maintain knowledge of practices
Maintain knowledge of trends
Identify suspicious patterns
Report suspicious patterns
Comply with legal requirements
Comply with regulatory requirements
Protect Bank's assets
Complete complex tasks
Make risk informed decisions
Align decisions to business strategy
Adhere to applicable policy documents
Adhere to 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: 06/29/2026 Address: 5020 - 50th Avenue 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 the overa
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