Personal Banking Associate

Responsibilities

• Deliver exceptional service to BMO customers and prospects by identifying their financial needs.
• Provide advice and guidance regarding banking solutions, credit cards, and digital self-serve options.
• Handle customer transactions, inquiries, and service requests with seamless execution.
• Initiate referrals to BMO colleagues and specialists to address complex customer needs.
• Support branch operational activities, including cash reconciliation, inventory management, and opening/closing procedures.
• Follow all risk and compliance processes to safeguard customer assets and maintain privacy.
• Promote digital tools and mobile apps to help customers bank easily and efficiently.

Requirements

• Strong interpersonal skills with the ability to build rapport and connections with customers.
• Proficiency with digital tools, including tablets, smartphones, and online applications.
• Ability to work a flexible schedule, including availability from Monday to Saturday.
• Fluency in English is required.
• Strong problem-solving skills and a customer-centric mindset.

Preferred Qualifications

• Post-secondary degree or certification in a related field of study.
• Fluency in Cantonese or Mandarin.
• Previous experience in a customer service or retail environment.

About the Company

BMO is a leading North American bank driven by a single purpose: to Boldly Grow the Good in business and life. With over 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally.