Personal Banking Associate

Application Deadline 06/25/2026 Address 101 chemin Lakeside Overview 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. Responsibilities Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship beyond personal banking. Welcomes and guides customers into the branch lobby, offering advice on digital and self‑serve options to make banking quick and simple. Assists in client conversations about banking services to recommend alternative channels and provide personal banking and investment advice. Meets customer transaction‑based needs with seamless execution. Reviews customer profiles and engages in needs‑based conversations to identify opportunities and address banking and credit card needs. Contributes to meeting branch business results and customer experience goals. Supports operational activities such as inventory management, escalated service requests, and filing. Acts as a key member of a collaborative branch and market team. Integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information for accuracy and completeness. Finds creative approaches that personalize each customer’s experience. Contributes to the ongoing improvement of the overall customer experience. May work at multiple branches or through various channels; schedule may vary by week. Follows risk and compliance processes and policies to safeguard customer assets and privacy. Keeps current with the financial services marketplace, legal and regulatory environment, and ethical standards. Maintains knowledge of personal banking products and integrates them into conversations. Identifies and reports suspicious activity related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the bank’s assets in compliance with regulatory, legal, and ethical requirements. Completes complex and diverse tasks within given rules and limits. Analyzes issues, determines next steps, and escalates as required. Takes measured risks while protecting the bank according to Risk Management Framework and Risk Appetite. Qualifications Typically 1–2 years of relevant experience and/or certification or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress within 12 months, as appropriate for the jurisdiction. Confident and experienced in using social media, tablets, smartphones, online tools, and applications. Some experience in consultative customer service or sales roles with a drive to deliver a personal experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers and delivering a personal experience. Focus on results and 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. Strong interpersonal skills, including ability to build rapport and connections with customers. Aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Good verbal and written communication skills. Good organization skills. Good collaboration and team skills. Good analytical and problem‑solving skills. Salary Competitive salary range: $36,000.00 - $54,500.00. Salaries may vary based on location, experience, education, and qualifications, and may include a commission structure. All commissions or performance incentives will be disclosed during the hiring process. Equal Employment Opportunity BMO is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. BMO is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, age, disability, sexual orientation or gender identity. #J-18808-Ljbffr