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Added 7 mins ago
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Personal Banking Associate Trainee
TD
Red Deer, AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 7 mins ago
T
Customer Experience Associate
TD
Drayton Valley, AB
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 7 mins ago
T
Customer Experience Associate
TD
Brampton, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 7 mins ago
T
Customer Experience Associate
TD
Brampton, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 7 mins ago
T
Customer Experience Associate - Sherbrooke, King Ouest (Part-time, 15h/week)
TD
Sherbrooke, QC
- Part-time
Added 7 mins ago
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Customer Experience Associate
TD
Brampton, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 7 mins ago
T
Personal Banking Associate - Prince-Arthur (15 hours)
TD
Montreal, QC
- Part-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 7 mins ago
MD
Chief Operations Officer - Core Operations Director
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
A Degree In Public Administration, Health Care Administration, Business Administration, Finance, Human Resources Or Closely Related Public Health Field May Substitute For Experience As…
Added 7 mins ago
RI
Senior Investor Relations Associate
Romspen Investment Corporation
Toronto, ON
- Full-time
The Senior Investor Relations Associate is a key member of our Investor Relations team, responsible for providing exceptional service to our investors. This role involves managing investor…
Added 22 mins ago
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Sourcing Associate, Human Resources Category
BMO
Toronto, ON · YNG
- Full-time
…Benefits, Recruitment, Relocation and Training, the Sourcing Associate leads sourcing activities and negotiations, acts as a trusted advisor to stakeholders on project deliverables,…
Added 22 mins ago
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Associate, Commercial Banking (Public Sector Group)
BMO
Toronto, ON · FCP
- Full-time
The Associate, Public Sector is a unique career opportunity in commercial banking to work on large complex transactions with a high performing team while serving large public sector…
Added 22 mins ago
Senior Customer Experience Associate - Rockland, On (15h/week)
Scotiabank
Clarence-Rockland, ON · Rockland, ON
Added 22 mins ago
HI
Administrative Associate
HUB International
Edmonton, AB
- Full-time
As an Administrative Associate, you will be the first point of contact for everyone who walks through our doors or calls our office. This is a role for someone who takes pride in keeping…
Added 37 mins ago
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Manager, Investor Services
SS&C Technologies
Toronto, ON
- Full-time
Managing daily responsibilities of Associate and Senior Associates, Associate Managers including involvement in their development and performance.
Added 37 mins ago
ST
Manager, Investor Services
SS&C Technologies
Mississauga, ON · Toronto, ON
- Full-time
Managing daily responsibilities of Associate and Senior Associates, Associate Managers including involvement in their development and performance.
Added 37 mins ago
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Personal Banking Associate
BMO
Burnaby, BC
- Full-time
Added 37 mins ago
Financial Service Representative
Money Mart
Waterloo, ON
Added 37 mins ago
MI
Senior Associate Director, Fund Accounting
MUFG Investor Services
Halifax, NS
- Full-time
Post-secondary education/University Degree with a concentration in finance or accounting.
Added 52 mins ago
Customer Support Associate (PS)
British Columbia Lottery Corporation
Vancouver, BC
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
Surrey, BC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 hour ago
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Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset (Chinatown Branch)
TD
Vancouver, BC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 hour ago
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Personal Banking Associate Trainee - Korean Language Skills an Asset
TD
Vancouver, BC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 hour ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
…so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of…
Added 1 hour ago
T
Customer Experience Associate
TD
Vancouver, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…

BMO

Personal Banking Associate

Toronto, ON, 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: Nov 10, 2261
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: Nov 2, 2026

Original job description

Application Deadline:

11/09/2261

Address:

700 University 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 - $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 financial needs and providing tailored advice on banking solutions. They also collaborate with branch partners to drive business results, manage operational tasks, and ensure compliance with regulatory and risk management frameworks.

Requirements

Candidates should have 1-2 years of relevant experience or equivalent education, with a strong focus on consultative sales and customer service. Proficiency in digital tools and the ability to work collaboratively in a team-based environment are essential for this role.

Skills

Customer service
Financial advice
Sales
Relationship management
Communication skills
Problem solving
Interpersonal skills
Analytical skills
Team collaboration
Risk management
Compliance
Digital literacy
Investment product knowledge
Consultative sales
Operational support

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 Framework
Compliance
Money Laundering Reporting
Consultative Sales
Business Banking
Inventory Management
Digital Banking
Self-serve Options
Regulatory Environment
Financial Services
Relationship Growth
Operational Activities
Strategic Advice
Team-based Environment
Interpersonal Skills

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