Personal Banking Associate

BMO

Victoriaville, Canada
Base: $36,000.00 - $54,500.00; bonus/equity: not s...
On-site
Exceptional customer service
Financial solutions advice
Digital and self-serve options
BMO is seeking a Personal Banking Associate in Victoriaville, Canada, who will deliver exceptional customer service and financial guidance while collaborating with branch partners to enhance the customer experience. The ideal candidate should have a background in customer service and a passion for helping customers achieve their financial goals

Job Summary

  • Delivers exceptional service to BMO customers and prospects, identifying needs and providing advice on financial solutions.
  • Collaborates with BMO partners to identify referral opportunities and works to meet customer transaction-based needs with seamless execution.
  • Supports operational activities, keeps current with the financial services marketplace, and complies with legal and regulatory requirements.

Matching Summary

Match Score: 80

BMO is seeking a Personal Banking Associate in Victoriaville, Canada, who will deliver exceptional customer service and financial guidance while collaborating with branch partners to enhance the customer experience. The ideal candidate should have a background in customer service and a passion for helping customers achieve their financial goals.

Salary

Base: $36,000.00 - $54,500.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • exceptional customer service
  • financial solutions advice
  • digital and self-serve options
  • needs-based customer conversations
  • operational activities support
  • risk and compliance processes

Nice-to-have

  • proactive referral opportunities
  • creative customer experience approaches
  • thrive in a consultative sales environment
  • resourceful self-starter
  • flexible and creative problem-solving

Key Requirements

  • 1-2 years relevant experience
  • Investment product sales registration (in progress or completed)
  • Confident use of social media and digital tools
  • Consultative customer service or sales experience
  • Basic knowledge of business banking solutions

Work Rights

Not specified

Tailored Resume

Cover Letter