Personal Banking Associate

Responsibilities

• Deliver exceptional service by identifying customer needs and providing advice on financial solutions and digital banking options
• Act as a lobby leader to guide customers through available digital and self-serve banking channels
• 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
• Investment product sales registration (completed or in progress within 12 months)
• Experience in consultative sales or customer service roles
• Proficiency with digital tools, including tablets, smartphones, and online applications
• Strong interpersonal skills with the ability to build rapport and connections with customers
• Excellent problem-solving aptitude and the ability to respond flexibly to new challenges
• Strong verbal and written communication skills

About the Company

BMO is a leading North American bank driven by a single 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.