Personal Banking Associate

BMO

Stratford, Canada
Base: $34,750.00 - $51,800.00; bonus/equity: not s...
On-site
Exceptional customer service delivery
Financial solutions advice
Collaborative branch work
BMO is seeking a Personal Banking Associate for their Stratford, Canada location, focusing on delivering exceptional customer service and financial guidance. The role emphasizes collaboration within the branch and requires a strong commitment to customer needs, with a salary range of $34,750 to $51,800

Job Summary

  • Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
  • Collaborates with BMO partners to grow customer relationships and contributes to meeting branch business results and customer experience goals.
  • Maintains current knowledge of personal banking products, practices, and trends, while adhering to risk and compliance processes.

Matching Summary

Match Score: 85

BMO is seeking a Personal Banking Associate for their Stratford, Canada location, focusing on delivering exceptional customer service and financial guidance. The role emphasizes collaboration within the branch and requires a strong commitment to customer needs, with a salary range of $34,750 to $51,800.

Salary

Base: $34,750.00 - $51,800.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • Financial solutions advice
  • Collaborative branch work
  • Digital and self-serve options promotion
  • Needs-based customer conversations

Nice-to-have

  • Proactive referral identification
  • Creative customer experience approaches
  • Continuous improvement focus
  • Risk and compliance adherence

Key Requirements

  • 1-2 years relevant experience
  • Consultative customer service or sales experience
  • Registration to sell investment products (in progress or completed)
  • Proficient in social media, tablets, and online tools

Work Rights

Not specified

Tailored Resume

Cover Letter