Personal Banking Associate

BMO Financial Group

Toronto, Ontario, Canada
Base: $36,000.00 - $54,500.00; bonus/equity: may i...
Consultative customer service experience
Strong interpersonal and communication skills
Ability to identify customer financial needs
The role delivers exceptional service by identifying customer needs and providing advice on financial solutions in the best interests of customers

Job Summary

  • The role delivers exceptional service by identifying customer needs and providing advice on financial solutions in the best interests of customers.
  • Employees act as lobby leaders to guide customers through digital options and recommend alternative banking channels for a seamless experience.
  • The position includes comprehensive benefits such as health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The role delivers exceptional service by identifying customer needs and providing advice on financial solutions in the best interests of customers.

Salary

Base: $36,000.00 - $54,500.00; 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

Nice-to-have

  • Passion for delivering personal customer experience
  • Resourceful self-starter with courage
  • Creative approaches to customer engagement

Key Requirements

  • 1-2 years relevant experience or equivalent education
  • Investment product registration (completed or in progress)
  • Compliance with Canadian legal and regulatory requirements

Work Rights

Canada only

Tailored Resume

Cover Letter