Personal Banking Associate

Responsibilities

• Deliver exceptional service to customers by identifying needs and providing advice on financial solutions and digital banking options
• Act as a lobby leader to guide customers through the branch and recommend alternative banking channels
• Conduct needs-based conversations to identify opportunities for everyday banking plans and credit card products
• Collaborate with BMO partners to identify referral opportunities that grow customer relationships
• Support operational activities including inventory management, customer applications, and opening/closing procedures
• Follow all risk and compliance processes to safeguard customer assets and maintain privacy
• Maintain current knowledge of personal banking products, trends, and the regulatory environment

Requirements

• 1-2 years of relevant experience in a customer-facing or financial services role
• Investment product registration completed or in progress (must be completed within 12 months)
• Experience in consultative sales or customer service roles
• Proficiency with digital tools, including tablets, smartphones, and social media
• Strong interpersonal skills with the ability to build rapport and connections with customers
• Fluency in English; fluency in Farsi is preferred
• Availability to work Monday through Saturday

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. We are committed to an inclusive, equitable, and accessible workplace where employees are valued, respected, and supported through continuous training and growth opportunities.