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.
• Maintain up-to-date knowledge of personal banking products, market trends, and the regulatory environment.

Requirements

• 1-2 years of relevant experience in customer service or a related field.
• Registration to sell investment products completed or in progress (must be completed within 12 months).
• Proficiency with digital tools, including tablets, smartphones, and online banking applications.
• Experience in consultative sales or customer service roles.
• Strong interpersonal skills with the ability to build rapport and connections with customers.
• Strong problem-solving aptitude and the ability to respond flexibly to new challenges.
• Excellent verbal and written communication skills.

Benefits

• Competitive salary ranging from $36,000 to $54,500 based on experience and location.
• Comprehensive health insurance and accident/life insurance.
• Retirement savings plans.
• Tuition reimbursement programs.
• Opportunities for in-depth training, coaching, and professional development.

About the Company

BMO is a leading North American bank driven by a shared 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 every team member is valued and heard.