Personal Banking Associate

BMO

Oshawa, Ontario, Canada
$36,000.00 - $54,500.00; not specified; health ins...
Exceptional customer service delivery
Financial solutions advice
Digital and self-serve options guidance
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions

Job Summary

  • Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
  • Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve business objectives.
  • BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.

Salary

$36,000.00 - $54,500.00; Not specified; Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • Financial solutions advice
  • Digital and self-serve options guidance
  • Transaction-based needs fulfillment
  • Risk and compliance adherence

Nice-to-have

  • Proactive customer engagement
  • Creative problem-solving
  • Continuous improvement mindset
  • Collaborative team player

Key Requirements

  • 1-2 years relevant experience or certification
  • Investment product sales registration (in progress or completed)
  • Social media, tablet, smartphone, online tools proficiency
  • Consultative customer service or sales experience
  • Basic specialized sales and business banking knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter