Job Title: Personal Banking Associate
Location: 235 Rue Langlois, Varennes, QC
Shift: Morning, Night, Overnight
Wage: $22.60/Hour
Delivering exceptional service to BMO customers and prospects, the Personal Banking Associate at BMO Financial Group plays a crucial role in providing advice and guidance regarding financial solutions that are in the best interests of customers. The individual works collaboratively within the branch and with BMO partners to achieve overall business objectives, including identifying referral opportunities that further grow the customer’s relationship with BMO beyond personal banking. Additionally, the role involves welcoming and guiding customers as they walk into the branch lobby, offering advice and guidance on available digital and self-serve options to make banking with BMO easy, simple, and fast.
As a lobby leader, the Personal Banking Associate assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. The role also involves meeting customer transaction-based needs with seamless execution, engaging customers in a needs-based conversation, and contributing to meeting branch business results and the customer experience. Operational activities, such as inventory management and escalated service requests, are also supported by the Personal Banking Associate, who is a key member of a collaborative and versatile branch and market team.
Qualifications for the role include between 1 – 2 years of relevant experience, certification in a related field of study (desirable), and confidence and experience in the use of social media, tablets, Smart phones, online tools, and applications. The ideal candidate should demonstrate some experience in a consultative customer service or sales role and have a drive to deliver a personal customer experience, as well as a focus on results and the ability to thrive in a consultative sales and team-based environment.
What skills and qualities are important for a Personal Banking Associate?
A Personal Banking Associate plays a crucial role in the financial industry, serving as a front-line representative for a bank or financial institution. To be successful in this role, individuals should possess a combination of skills and qualities that enable them to effectively interact with clients and manage various financial transactions.
Who can apply to this job?
The employer accepts applications from Canadian citizens, as well as permanent or temporary residents of Canada. Other candidates with or without a valid Canadian work permit are also eligible to apply.
How to apply
Online: Apply On Company WebSite
What education and certification are required to become a Personal Banking Associate?
Education requirements for a Personal Banking Associate typically include a high school diploma or equivalent, while preferred education may include a bachelor’s degree in finance, business administration, economics, or a related field. Certifications and licenses, such as those from the American Bankers Association or the Financial Industry Regulatory Authority, may also be beneficial and, in some cases, required depending on the specific duties of the role.
What is the work environment like for Personal Banking Associate?
The work environment for a Personal Banking Associate is typically an office setting within a bank or financial institution. The role involves direct interaction with customers, and personal banking associates often collaborate with other bank employees to provide comprehensive financial solutions to customers.
