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Added 9 mins ago
KE
Accounts Receivable Technician- Red Deer, AB
Kings Energy Services Ltd
Red Deer, AB
- Full-time
…collection of payment. This role will report directly to the Finance Manager. The AR Tech will work closely with the AP Tech and will participate in cross-training to ensure coverage…
Added 10 mins ago
Assistant Manager, Derivative Settlements Operations, Settlements & Clearing (18-Month Contract GWO)
Scotiabank
Toronto, ON
Develop a sound understanding of the products supported/settled. (Cross Currency Swap, Single Currency Swap, Credit Default Swap, Inflation Swap, Total Return Swap, Forward Rate Agreement,…
Added 10 mins ago
T
Account Manager II, Business Banking
TD
Concord, ON
- Full-time
…existing commercial business customer relationships for both credit and non-credit products/services. The Account Manager II is responsible for conducting credit analysis for own portfolio.…
Added 10 mins ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…completion of required background screening, including criminal and credit checks. Any prior credit delinquencies must be fully resolved for at least six months before licensing can be…
Added 23 mins ago
FC
Member Consultant Chatham
FirstOntario Credit Union
Chatham-Kent, ON · Chatham, ON
- Full-time
Responsible for achieving sales targets and goals as set out by the Branch Manager.
Added 23 mins ago
VS
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Verve Senior Living
Mississauga, ON
- Other
…nurturing environment. Under the direction of the Health & Wellness Manager, the Certified Resident Services Attendant position is focused on enriching residents lives by ensuring they can…
Added 23 mins ago
LM
DIRECTOR OF INFORMATION TECHNOLOGY
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- Full-time
We are looking for an experienced manager with a strong business acumen and excellent technological expertise, recognized for their leadership, judgment, and ability to drive organizational…
Added 24 mins ago
C
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CIBC
Toronto, ON
- Full-time
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Added 24 mins ago
TS
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Added 39 mins ago
W
(CAN) Cashier Temp
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Listowel, ON
- Part-time
3. Promotes company sponsor programs, i.e., credit card service, product protection and charity initiatives.
Added 39 mins ago
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Front End Checkout Team Associate
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- Full-time
3.Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 39 mins ago
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(CAN) Front End Checkout Team Associate
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Winnipeg, MB
- Part-time
3.Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 39 mins ago
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Self checkout attendant
Walmart
Edmonton, AB
- Part-time
Supports the promotion of company sponsored programs, including credit card services, product protection plans, and charitable initiatives, when applicable.
Added 54 mins ago
MH
Bilingual Legal & Debt Resolution Specialist
Mitsubishi HC Capital Canada
Burlington, ON
- $58,290 to $108,290 CAD / year
- Full-time
Reporting to the Manager, Legal & Debt Resolution, the Legal & Debt Resolution Specialist is responsible for more complex written off and delinquent files, all over Canada, recommending…
Added 54 mins ago
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Senior Manager, First Party Fraud Analytics - Onboarding
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Toronto, ON
- Full-time
…enhancing a framework that distinguishes fraud from traditional credit risk, enabling more effective controls, stronger detection capabilities, and improved fraud loss management. Operating…
Added 54 mins ago
S
Assistant Manager, Derivative Settlements Operations, Settlements & Clearing (18-Month Contract GWO)
Scotiabank
Toronto, ON
- Contract
Develop a sound understanding of the products supported/settled. (Cross Currency Swap, Single Currency Swap, Credit Default Swap, Inflation Swap, Total Return Swap, Forward Rate Agreement,…
Added 54 mins ago
S
Home Health Care - Specialist Rehab Product
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Participate with manager on planning and forecasting sales and growth areas for the business
Added 54 mins ago
MC
Cloud Operations Engineer – Azure AKS Terraform (36170)
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- Full-time
Reporting to the Manager, Cloud Operations, the successful candidate will be responsible for deploying, maintaining, supporting, and optimizing a mission-critical SaaS environment hosted on…
Added 54 mins ago
TH
Associé(e) au Comptoir entrepreneur (Temps plein)
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Added 54 mins ago
TH
Cashier - Part Time (Kingston)
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- Part-time
Promote and recommends services offered such as Credit, Extended Warranty, Tool Rental, Pro Services, etc.
Added 54 mins ago
TH
Cashier - Part Time (Orangeville)
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Added 54 mins ago
FT
CAC052: Release / Class Spclst
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Vancouver, BC
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Added 1 hour ago
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Director Credit Execution, Commercial National Accounts, Financial Institutions Group
TD
Toronto, ON
- Full-time
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Added 1 hour ago
TS
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Added 1 hour ago
A
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BMO

Personal Banking Associate

Burnaby, 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: Nov 5, 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: Nov 2, 2026

Original job description

Application Deadline:

11/04/2026

Address:

3778 Grand Promenade

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 also collaborate with branch partners to drive business results while maintaining operational excellence and regulatory compliance.

Requirements

Candidates should have 1-2 years of relevant experience or equivalent education and a strong commitment to customer service. Proficiency in digital tools and the ability to work in a collaborative, consultative sales environment are essential.

Skills

Customer service
Financial advice
Sales
Relationship management
Interpersonal skills
Problem solving
Communication
Organization
Collaboration
Analytical skills
Risk management
Compliance
Digital banking
Investment product knowledge
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 Solutions
Customer Experience
Lobby Leader
Investment Products
Credit Card Needs
Risk Management Framework
Regulatory Compliance
Money Laundering Reporting
Operational Activities
Inventory Management
Consultative Sales
Business Banking
Digital Banking
Self-serve Options
Relationship Growth
Financial Services Marketplace
Ethical Requirements

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