Personal Banking Associate

Responsibilities

• Deliver exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions.
• Act as a lobby leader to guide customers through digital and self-serve banking options.
• Conduct needs-based conversations to recommend personal banking, credit card, and investment advice.
• Collaborate with BMO partners to identify referral opportunities and grow customer relationships.
• Support branch operational activities including inventory management, application follow-ups, and opening/closing procedures.
• Ensure compliance with all risk, legal, and regulatory policies to safeguard customer assets and privacy.
• Maintain up-to-date knowledge of personal banking products, market trends, and the regulatory environment.

Requirements

• 1–2 years of relevant experience in a customer-facing role or a related field of study.
• Registration to sell investment products completed or in progress (must be completed within 12 months).
• Experience in consultative customer service or sales roles.
• Proficiency with digital tools, including tablets, smartphones, and social media.
• Strong interpersonal skills with the ability to build rapport and connections with customers.
• Excellent verbal and written communication skills.
• Strong organizational and problem-solving abilities.

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. We are committed to an inclusive, equitable, and accessible workplace where our people can grow and make a lasting impact.