Personal Banking Associate

BMO

Therese, , CA
Base: $36,000.00 - $54,500.00; bonus/equity: may i...
Consultative customer service skills
Personal banking product knowledge
Collaborative team environment
Delivers exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions that are in their best interests

Job Summary

  • Delivers exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions that are in their best interests.
  • Supports operational activities and acts as a key member of a collaborative and versatile branch and market team while following risk management frameworks to protect assets.
  • BMO offers a comprehensive compensation package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Delivers exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions that are in their best interests.

Salary

Base: $36,000.00 - $54,500.00; Bonus/Equity: May include commission and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Consultative customer service skills
  • Personal banking product knowledge
  • Collaborative team environment
  • Risk and compliance adherence
  • Customer needs assessment
  • Use of digital banking tools

Nice-to-have

  • Strong interpersonal skills
  • Problem solving and creativity
  • Drive to deliver personal experience
  • Resourceful self-starter
  • Social media and smartphone proficiency
  • Adaptability to varying work schedules

Key Requirements

  • 1-2 years relevant experience or certification
  • Registration to sell investment products within 12 months
  • Basic knowledge of specialized sales and business banking solutions
  • Canada work authorization

Work Rights

Canada work authorization required

Tailored Resume

Cover Letter