Personal Banking Associate

Responsibilities

• Deliver exceptional service to 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 products, credit cards, 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.

Requirements

• 1-2 years of relevant experience in consultative customer service or sales roles.
• Investment Funds in Canada (IFC) course or equivalent.
• Registration to sell investment products (completed or in progress within 12 months).
• Strong interpersonal skills with the ability to build rapport and connections with customers.
• Proficiency with digital tools, including tablets, smartphones, and online applications.
• Availability to work Saturdays.

Benefits

• Competitive salary range.
• Health insurance and accident/life insurance.
• Retirement savings plans.
• Tuition reimbursement.
• Performance-based incentives and discretionary bonuses.

About the Company

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