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Added 8 mins ago
MC
Financial Services Associate, Contact Centre (Full-Time, Hybrid)
Meridian Credit Union
St. Catharines, Ontario
- $60,000 to $64,000 CAD / year
- Full-time
Participates and leads Contact Centre activities in support of expanding the Member relationship and growing share of wallet including growing our Digital Ambassador Program
Added 23 mins ago
MM
Marsh Risk Early Career Program - Full Time - New Grads 2027
Marsh McLennan
Toronto, ON · Montreal, QC · Vancouver, BC · Calgary, AB
- Full-time
As a Client Relationship Associate working in client management:
Added 23 mins ago
SI
Wireless Sales Supervisor
Staples Inc.
Abbotsford, BC
- Full-time
…and trends. Primarily a sales position, you will partner with management to determine and deliver on daily financial/ non-financial goals. Passionate about wireless technology, you…
Added 52 mins ago
SS
Site Security Manager
Securitas Security Services USA, Inc.
Quebec, QC
- $95,000 to $105,000 CAD / year
- Full-time
We are a dynamic, dedicated team that provides management and support for a global guarding services account that spans across 30+ countries. Our client is an industry-leading datacenter…
Added 53 mins ago
EC
Communications Fundraising Associate
Envision Community Living
Steinbach, MB
- Full-time
Employment Opportunity: Communications Fundraising Associate
Added 53 mins ago
Associate Optometrist
EssilorLuxottica Group
Montreal, QC · Ville Lasalle, QC
The Associate Optometrist is a leader in the organization, delivering the brand promise, experience & the organization’s key results through collaboration & teamwork. Ensures all patients…
Added 53 mins ago
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Montreal, QC · Ville Lasalle, QC
The Associate Optometrist is a leader in the organization, delivering the brand promise, experience & the organization’s key results through collaboration & teamwork. Ensures all patients…
Added 53 mins ago
JC
Payments Merchant Services - Relationship Manager - Senior Associate
JPMorgan Chase & Co.
Toronto, ON
- Full-time
· Ability to enhance revenue and market share through effective use of relationship management skills
Added 53 mins ago
Customer Experience Associate - London Main (30 hours/week) (18 months contract)
Scotiabank
London, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
HR
Clerical Support Associate, Emergency Department, Part time
Humber River Health
Toronto, ON · Greater Toronto, ON
- Part-time
- Other
…ecosystem includes automated laboratory services, medication management robotics, electronic health records, a Command Centre, computerized physician order entry, bedside computer…
Added 1 hour ago
NR
Manager Strategic Communications
Niagara Region
Thorold, ON
- $121,700 to $143,170 CAD / year
- Full-time
…strategic communications leadership, consultation and ongoing relationship management for Commissioners, Directors and senior…
Added 1 hour ago
I
Associate Product Manager
ITW
Tecumseh, ON
- Full-time
As an Associate Product Manager, you will play an active role in product lifecycle management, new product introductions, and customer-focused initiatives that drive business growth. This…
Added 1 hour ago
TH
PRO Account Sales Associate: Full Time - ABBOTSFORD
The Home Depot
Abbotsford, BC
- Full-time
…each department. This position also involves acting as a sales associate on the floor including all associated duties (e.g., keeping work area clean and…
Added 1 hour ago
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Pro Account Sales Associate : Part Time - CHINOOK
The Home Depot
Canada
- Part-time
…each department. This position also involves acting as a sales associate on the floor including all associated duties (e.g., keeping work area clean and…
Added 1 hour ago
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Pro Account Sales Associate: Part-time - COUNTRY HILLS
The Home Depot
Burnaby, BC
- Part-time
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Added 1 hour ago
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Associé(e) Comptoir entrepreneur (Temps plein)
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Sherbrooke, QC
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PRO Account Sales Associate: Part Time - PRINCE GEORGE
The Home Depot
Prince George, BC
- Part-time
…each department. This position also involves acting as a sales associate on the floor including all associated duties (e.g., keeping work area clean and…
Added 1 hour ago
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Merchandising Execution Associate Part-Time (4 Month Contract) - 7064 Westend
The Home Depot
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Pro Account Sales Associate Full Time - 7226 Parry Sound
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Associé(e) ventes PRO (temps plein)
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…each department. This position also involves acting as a sales associate on the floor including all associated duties (e.g., keeping work area clean and…
Added 1 hour ago
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Associé(e) Comptoir Pro, (temps plein)
The Home Depot
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- Full-time
…each department. This position also involves acting as a sales associate on the floor including all associated duties (e.g., keeping work area clean and…
Added 1 hour ago
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PRO Sales Associate: Full Time - CHILLIWACK
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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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