Personal Banker Associate

BMO

Unknown, Unknown, Canada
Base: $34,750.00 - $51,800.00; bonus/equity: may i...
Consultative customer service experience
Strong interpersonal and communication skills
Ability to identify customer financial needs
The role involves delivering exceptional service by identifying customer needs and providing guidance on financial solutions that are in the best interests of customers

Job Summary

  • The role involves delivering exceptional service by identifying customer needs and providing guidance on financial solutions that are in the best interests of customers.
  • Employees will act as lobby leaders, guiding customers to digital options while conducting conversations about banking services and investment advice.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The role involves delivering exceptional service by identifying customer needs and providing guidance on financial solutions that are in the best interests of customers.

Salary

Base: $34,750.00 - $51,800.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Consultative customer service experience
  • Strong interpersonal and communication skills
  • Ability to identify customer financial needs
  • Knowledge of personal banking products
  • Commitment to risk and compliance processes

Nice-to-have

  • Experience with digital banking tools and social media
  • Passion for delivering a personal customer experience
  • Resourceful self-starter with creative problem solving
  • Drive to thrive in a team-based environment
  • Aptitude for listening and responding flexibly

Key Requirements

  • 1-2 years of relevant experience or equivalent education
  • Registration to sell investment products (completed or in progress)
  • Confident use of tablets, smartphones, and online tools
  • Basic knowledge of specialized sales and business banking solutions

Work Rights

Canada only

Tailored Resume

Cover Letter