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Added 9 mins ago
P
Trading Operations Analyst
Purpose
Toronto, ON
- Full-time
1–3 years of experience in trade settlement, operations, or fund administration at a bank, prime broker, custodian, or asset manager
Added 9 mins ago
F
Manager, Special Operations
Factor_
Toronto, ON
- Full-time
We are seeking a highly skilled and versatile Manager (Ops Tech), Special Operations, to join Factor (factormeals.ca), a healthy, ready-to-heat meal delivery service under HelloFresh. This…
Added 9 mins ago
UC
Senior Philanthropy Officer, Major Gifts, TO
UNICEF Canada
Toronto, ON
- $83,000 to $93,000 CAD / year
- Full-time
Are you an expert major gifts relationship manager based in Vancouver looking to use your fundraising expertise to make a direct impact on the lives of children?
Added 9 mins ago
R|
Clinical Research Coordinator - Nurse
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Contract
Under the supervision of the Manager, Pediatric and Adult Research, Centre for Innovative Medicine (CIM), the Clinical Research Coordinator - Nurse is responsible for supporting the…
Added 9 mins ago
UC
Senior Philanthropy Officer, Major Gifts
UNICEF Canada
Toronto, ON
- $83,000 to $93,000 CAD / year
- Full-time
Are you an expert major gifts relationship manager based in Vancouver looking to use your fundraising expertise to make a direct impact on the lives of children?
Added 9 mins ago
H
restaurant assistant manager
Harvey's
Chatham-Kent, ON · Chatham, ON
- Full-time
Supports social and labour market integration of newcomers and/or refugees (for example: facilitating access to community resources, language training, skills training, etc.)
Added 9 mins ago
WC
(CAN) Pharmacy Manager
Walmart Canada
Cold Lake, AB
- Contract
Position Summary...The Pharmacy Manager is responsible for all day-to-day activities affecting the people, operations, and merchandise in their division. The Pharmacy Manager must also see…
Added 9 mins ago
WC
(CAN) Gérant de rayon, fruits et légumes
Walmart Canada
Montreal, QC
- Full-time
Position Summary...The Produce Department Manager at Walmart leads produce associates and oversees department processes to ensure high customer service and meet production targets.…
Added 9 mins ago
R|
MRI Technologist
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Work under the supervision of the CMR supervisor and Project manager.
Added 9 mins ago
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Clinical Research Coordinator – Nurse - CIM - Phase 1 Oncology
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Under the supervision of the Manager of Oncology Research, Centre for Innovative Medicine (CIM), the Clinical Research Coordinator - Nurse is responsible for supporting the successful…
Added 9 mins ago
R|
Licensed Practical Nurse (LPN) or Research Nurse
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…the team by completing additional tasks as directed by the…
Added 9 mins ago
WC
Consumables Assistant Manager
Walmart Canada
Alma, QC
- Full-time
Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable…
Added 9 mins ago
M
Quality Analyst
Mativ
Renfrew, ON
- Full-time
Reporting to the Quality Manager, the Quality Analyst is involved in broad scope quality responsibilities for the site including, but not limited to, raw material specifications, control of…
Added 9 mins ago
WC
(CAN) Food Assistant Manager
Walmart Canada
Windsor, ON
- Full-time
Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable…
Added 9 mins ago
AE
Communications Business Manager, (low voltage comms)
Able Electric 2016 Limited
Dartmouth, NS
- Full-time
…position in its region through ongoing investment in personnel training and modern equipment. The company’s core values are reflected in its project outcomes and strong safety performance…
Added 9 mins ago
IA
Maintenance Supervisor
IMP Aerospace & Defence
Halifax, NS
- Contract
Ensure that all members of the Maintenance Team receive appropriate training and maintain applicable certifications.
Added 9 mins ago
S
Strategic Sourcing Manager
Stella-Jones
Montreal, QC
- Full-time
Added 9 mins ago
FE
Asset Manager
Future Electronics
Kirkland, QC
- Full-time
…invest in the learning and growth of our people. World-class training and limitless opportunities are available to you when you join our team. Future Electronics celebrates the ethnic,…
Added 9 mins ago
KH
Digital Health Support Specialist (MWT-OHT)
Kensington Health
Toronto, ON
- Full-time
Provide group and individual training, coaching, workshops and change management support / learning opportunities to physicians and clinic staff to improve confidence, uptake and sustained…
Added 9 mins ago
RE
Outside Sales & Branch Manager
Robertson Electric Wholesale
Kitchener, ON
- Full-time
The Branch Manager will be responsible for building and leading a high-performing team to ensure the branch’s overall success. This role involves overseeing all aspects of branch…
Added 9 mins ago
WC
(CAN) General Merchandise Assistant Manager
Walmart Canada
Surrey, BC
- Full-time
Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable…
Added 9 mins ago
SL
Director of Operations
STR Logic
Canmore, AB
- Full-time
Full-Time, Salaried | Canmore, AB (on-site) | Reports to the Owners / General Manager
Added 11 mins ago
BM
Key Holder - Sherway Gardan
Brand Momentum
Toronto, ON · Etobicoke, ON
- $18.35 CAD / hour
- Part-time
Assist with manager on duty responsibilities, holding a key and opening and closing the store.
Added 11 mins ago
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Financial Service Representative - LendDirect Office 1630
LendDirect
Windsor, ON
- Full-time
…to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move into a BM…
Added 11 mins ago
AH
SAFER Medical Office Administrator
AVI Health and Community Services
Victoria, BC
- $32.04 CAD / hour
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BMO

Personal Banking Associate

Surrey, BC, Canada

$35,500.00 - $65,000.00 · Full-time

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Job details

Pay: $35,500.00 - $65,000.00
Job type: Full-time
Apply by: Oct 23, 2026
Experience: Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Posting language: English
Posted: Oct 7, 2026

Original job description

Application Deadline:

10/22/2026

Address:

13745 George Junction

Job Family Group:

Retail Banking Sales & Service

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.

Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer’s experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Salary:

$35,500.00 - $65,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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More about this job

Responsibilities

The Personal Banking Associate delivers exceptional service by identifying customer needs and providing tailored financial advice and solutions. They collaborate with branch partners to grow customer relationships while managing operational tasks and ensuring compliance with regulatory requirements.

Requirements

Candidates typically require 1-2 years of relevant experience or an equivalent combination of education and experience. Strong interpersonal skills, a consultative sales approach, and the ability to work in a team-based environment are essential.

Skills

Customer service
Sales
Financial advice
Relationship management
Communication
Problem solving
Interpersonal skills
Analytical skills
Organization
Collaboration
Investment product knowledge
Digital literacy
Risk management
Compliance
Consultative sales

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Retail Banking
Financial Services
Customer Experience
Sales
Investment Products
Compliance
Risk Management
Money Laundering Reporting
Digital Banking
Self-serve Options
Credit Card Needs
Inventory Management
Consultative Sales
Branch Operations
Relationship Banking

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