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Added 2 mins ago
CL
General Manager - Off Campus
Campus Living Centres
Waterloo, ON
- Full-time
The General Manager oversees all aspects of the community including: management of tenant relations, front desk, office administration, housekeeping, maintenance, finance, human resources,…
Added 2 mins ago
I-
Senior Auditor
IFG - International Financial Group
Toronto, ON · North York, ON
- Contract
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Added 2 mins ago
AI
Global Manager, Mechanical Design Manufacturing Solutions
ATS Industrial Automation
Cambridge, ON
- Full-time
…time and on budget. Combined with our broad product portfolio, financial strength and global presence, we provide our customers with the best automation solutions wherever and whenever they…
Added 2 mins ago
Q
Project Manager
Querentia
Vancouver, BC
- Contract
Experience with POS hardware, payment gateways, or financial reporting systems.
Added 2 mins ago
W
Associate (Lions Gate Private Wealth Counsel)
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- Full-time
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Added 2 mins ago
EP
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- $80,000 to $90,000 CAD / year
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Added 2 mins ago
TP
Executive Assistant Office Manager
TDS Personnel
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- $100,000 to $110,000 CAD / year
- Full-time
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Added 2 mins ago
BT
Senior Manager, Small Business Services
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- Full-time
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Added 2 mins ago
AS
Senior Clinical Trial Manager
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…deliverables, achievement of study milestones, and adherence to financial…
Added 2 mins ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
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- Full-time
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Added 2 mins ago
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Adobe Site Reliability Engineer (SRE) – CDN & Web Performance
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- Full-time
Defining service level objectives with the business and establishing performance reporting.
Added 2 mins ago
CL
General Manager - Off Campus
Campus Living Centres
Ottawa, ON
- Full-time
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Added 4 mins ago
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Finance Manager
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The Finance Manager oversees the day-to-day financial operations of the organization while providing leadership, guidance, and support to finance staff. This role is ideal for someone who…
Added 19 mins ago
CS
Manager, Tax
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Toronto, ON
- Full-time
…intellectually curious self-starter to join our team as a Tax Manager. If you are as passionate about Tax as we are, we would like to hear from…
Added 19 mins ago
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Accounts Receivable Escalations Analyst
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- Full-time
Reporting to the Accounts Receivable Escalation Manager, the Accounts Receivable Escalations Analyst is responsible for the preparation of demand letters, termination letters and final…
Added 19 mins ago
A
Property Administrator (User Experience Partner)
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Reporting to a Manager, Portfolio Operations, you will collaborate across our organization to address both the planned and unplanned operational needs of our users.
Added 19 mins ago
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Reporting to the Manager of Operational Excellence, the specialist’s mission is to support the continuous improvement of Dialogue’s Mental Health Care Program and Employee Assistance…
Added 19 mins ago
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Sr. Consultant, Client Success
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Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and…
Added 19 mins ago
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Executive Administrative Assistant
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Added 19 mins ago
B
Lifecycle Optimization Manager
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Added 32 mins ago
AU
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BMO

Personal Banking Associate

Woodstock, ON, Canada

$35,500.00 - $60,500.00 · Full-time

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Job details

Pay: $35,500.00 - $60,500.00
Job type: Full-time
Apply by: Oct 26, 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 9, 2026

Original job description

Application Deadline:

10/25/2026

Address:

499 Norwich Avenue

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 - $60,500.00

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 financial needs and providing tailored advice on banking solutions. They collaborate with branch partners to achieve business objectives while managing operational tasks and ensuring compliance with regulatory requirements.

Requirements

Candidates should have 1-2 years of relevant experience or equivalent education and a commitment to delivering a personal customer experience. Proficiency in digital tools and the ability to work in a consultative, team-based environment are essential.

Skills

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

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 Solutions
Customer Experience
Lobby Leader
Investment Products
Risk Management
Compliance
Money Laundering Reporting
Consultative Sales
Business Banking
Digital Banking
Inventory Management
Regulatory Requirements
Financial Services
Relationship Growth

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