Personal Banking Associate

Responsibilities

• Deliver exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions.
• Act as a lobby leader, guiding customers through digital and self-serve banking options to ensure a fast and simple experience.
• 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.
• Adhere to all risk, compliance, and regulatory policies to safeguard customer assets and maintain privacy.

Requirements

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

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 and tuition reimbursement.
• Performance-based incentives and discretionary bonuses.

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 grow and make a lasting impact.