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Added 12 mins ago
NC
Member Associate (Temporary)
Northern Credit Union
Pembroke, ON
- Full-time
Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across…
Added 12 mins ago
SC
Universal Financial Associate -Okotoks
Servus Credit Union
Okotoks, AB
- Full-time
Join Servus Credit Union - Canada’s Largest Credit Union!
Added 26 mins ago
MC
Full-time and Part-time Sales Associate (CAJ4 Medicine Hat Mall)
Miniso Canada
Medicine Hat, AB
- Full-time
- Part-time
We are looking for a Full-time and Part-time Sales Associate to join us in our Medicine Hat Mall location.
Added 26 mins ago
MC
Seasonal Sales Associate (CAI3 Regent Mall)
Miniso Canada
Fredericton, NB
- Full-time
We are looking for a Seasonal Sales Associate (From November, 2026-January 9, 2027) to join us in our at Regent Mall location.
Added 56 mins ago
PC
Associate System Analyst / Analyste de systèmes associé
Parkland Corporation
Montreal, QC
- Full-time
…incluant notamment la scolarité, les antécédents criminels, le crédit, le dépistage de drogues et d’alcool, ainsi qu’une évaluation d’aptitude au…
Added 1 hour ago
WC
(CAN) Cashier PT
Walmart Canada
Vancouver, BC
- Full-time
Promotes company sponsor programs, i.e., credit card service, product protection and charity initiatives.
Added 1 hour ago
WF
Inventory Finance – Commercial Associate
Wells Fargo
Mississauga, ON
- Full-time
You will work directly with external customers and collaborate with sales, credit, operations and other internal partners to help move commercial opportunities from initial discussion…
Added 1 hour ago
WF
Inventory Finance – Analytics Associate
Wells Fargo
Mississauga, ON
- Full-time
Wells Fargo Inventory Finance is seeking to hire an Inventory Finance – Commercial Associate (Co-op) for 12 months starting May 2027 in the Mississauga office.
Added 1 hour ago
WF
Vendor Finance – Commercial Associate
Wells Fargo
Mississauga, ON
- Full-time
Evaluate and review terms for credit submittals and approvals from those sources.
Added 1 hour ago
WC
(CAN) Cashier
Walmart Canada
Markham, ON
- Full-time
Promotes company sponsor programs, i.e., credit card service, product protection and charity initiatives.
Added 1 hour ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Cornwall, ON
- Full-time
Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 1 hour ago
WC
(CAN) Cashier
Walmart Canada
Coquitlam, BC
- Full-time
Promotes company sponsor programs, i.e., credit card service, product protection and charity initiatives.
Added 1 hour ago
WC
(CAN) Cashier
Walmart Canada
London, ON
- Full-time
Promotes company sponsor programs, i.e., credit card service, product protection and charity initiatives.
Added 1 hour ago
NN
Sales Associate - Mayfair
Nestlé Nespresso SA
Victoria, BC
- Full-time
Free coffee machine & monthly Nespresso credit
Added 2 hours ago
BE
Accounting Associate
Bluestar Equity
Mississauga, ON
- $50,000 to $60,000 CAD / year
- Full-time
Bluestar Professional Services Inc. is looking for a knowledgeable and experienced Accounting Associate to support the day-to-day accounting operations of multiple client law firms.
Added 2 hours ago
B
Personal Banking Associate
BMO
Vancouver, BC
- Full-time
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Added 2 hours ago
L
Branch Manager - Office 1722
LendDirect
Saint John, NB
- Full-time
…Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop…
Added 3 hours ago
AF
Branch Manager - Office 1722
Attain Finance
Saint John, NB
- Full-time
…Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop…
Added 3 hours ago
Associate Director, Trade & Working Capital Solutions, Global Transaction Banking
Scotiabank
Toronto, ON
…programs and handle customer requests for amendments of existing credit facilities: complete risk assessments and prepare credit presentations and…
Added 3 hours ago
Customer Experience Associate - Centerpoint Mall, North York, ON (22.50 hours/week)
Scotiabank
Toronto, ON · North York, ON
…including opening day-to-day accounts, fulfilling pre-approved credit opportunities, and processing…
Added 3 hours ago
Customer Experience Associate - Brentwood Shopping Centre, Burnaby BC (18.75hrs/week)
Scotiabank
Burnaby, BC
…including opening day-to-day accounts, fulfilling pre-approved credit opportunities, and processing…
Added 3 hours ago
AW
Bilingual Customer Success Associate
Agora Wealth
Toronto, ON
- Full-time
…and support to our clients. As a Bilingual Customer Success Associate, you will utilize your expertise and knowledge to respond to a wide variety client inquiries in both English and…
Added 3 hours ago
CC
Corporate Debt Advisor
Crete Capital Inc.
Winnipeg, MB
- Full-time
Crete Capital – Senior Associate/AVP – Winnipeg, MB – Commercial Mortgage/Corporate Debt
Added 3 hours ago
W
(CAN) Front End Checkout Team Associate
Walmart
Cornwall, ON
- Part-time
3.Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 4 hours ago
TS
Store Associate
The Salvation Army in Canada
Sackville, NB
- Part-time
Adhere to store policy regarding cheques, credit cards, refunds, voids, and holds.

BMO

Personal Banking Associate

Richmond, 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 20, 2026
Experience: Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Posting language: English
Posted: Nov 3, 2026

Original job description

Application Deadline:

11/19/2026

Address:

3880 No 3 Road, Unit 100

Job Family Group:

Retail Banking Sales & Service

Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.

Integrates marketing promotions and programs into customer conversations when appropriate.
Delivers exceptional customer service that builds trust through expertise, providing responsive service and support.
Probes to understand customer needs and provides advice related to personal banking and lending strategies in the best interests of the customer.
Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
Handles incoming calls in an informed, professional, and efficient manner.
Escalates complex or unresolved customer situations to managers as required.
Performs any required activities to ensure customer’s requests are accurately processed.
Collaborates with internal and external stakeholders in order to deliver on business objectives.
Manages all transactional outcomes of customer calls or refers to appropriate internal business groups.
Maintains the confidentiality of customer and Bank information.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.
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 post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Knowledge of personal banking products.
Knowledge of competitive marketplace and trends in product offerings.
Knowledge of contact centre operational processes and policies.
Knowledge of call centre technology, processes and metrics.
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

Advise customers on personal banking, credit, and lending products and strategies, while delivering responsive service and processing customer requests accurately. Identify referral opportunities, manage call outcomes, protect confidential information, and comply with regulatory, anti-money-laundering, and risk-management requirements.

Requirements

Typically requires 1–2 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience; a related degree is desirable. Candidates should know personal banking products, competitive offerings, and contact-centre operations, and have good communication, organization, collaboration, analytical, and problem-solving skills.

Skills

Personal Banking Products
Credit And Lending
Customer Service
Sales
Verbal Communication
Written Communication
Organization
Collaboration
Teamwork
Analytical Skills
Problem Solving
Contact Centre Operations
Call Centre Technology
Regulatory Compliance
Anti-Money Laundering
Risk Management

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

Personal Banking
Retail Banking
Credit
Lending
Customer Needs
Sales And Service
Customer Referrals
Marketing Promotions
Customer Support
Incoming Calls
Contact Centre Operations
Call Centre Technology
Call Centre Metrics
Personal Banking Products
Competitive Marketplace
Anti-Money Laundering
Terrorist Financing
FCAC Requirements
Privacy Act
Regulatory Compliance
Risk Management Framework
Risk Appetite
Confidentiality
Escalation
Stakeholder Collaboration

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