Personal Banking Associate

Responsibilities

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

Requirements

• 1–2 years of relevant experience in customer service, sales, 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 applications.
• Experience in consultative sales or customer service roles.
• Strong interpersonal skills with the ability to build rapport and connections with customers.
• Availability to work a schedule that includes Monday through Saturday.
• Fluency in English is required; fluency in Korean or Mandarin is preferred.

Benefits

• Competitive salary ranging from $36,000 to $54,500 based on experience and skills.
• Comprehensive health insurance and accident/life insurance.
• Retirement savings plans and tuition reimbursement.
• Performance-based incentives and discretionary bonuses.
• Opportunities for in-depth training, coaching, and career growth.

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 make a lasting impact.