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Added 4 mins ago
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(CAN) Customer Service Manager
Walmart
Kamloops, BC
- Part-time
Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In this role, you lead…
Added 4 mins ago
W
(CAN) Customer Service Manager
Walmart
Cold Lake, AB
- Part-time
Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In this role, you lead…
Added 4 mins ago
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Customer Service Representative
BMO
Surrey, BC
- Part-time
Supports customer requests for banking services, including handling transactions and customer inquiries.
Added 19 mins ago
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Senior Wealth Operations Officer
TD
Toronto, ON
- Full-time
Prioritize and complete own workload to meet SLA requirements for service and productivity and or support team manager in prioritizing and managing team workload, demonstrating a proactive…
Added 34 mins ago
SC
Cash Management Analyst
SPECTRAFORCE Canada
Toronto, ON · Greater Toronto Area, Canada
- Contract
…with Bank of Canada, and experience participating in financial services industry initiatives would be considered an…
Added 34 mins ago
HI
Technical Recruiter
HRbrain Inc.
Mississauga, ON
- Full-time
Ensuring the efficiency and effectiveness of all documentation, transaction processing and system updates as they pertain to recruiting activities.
Added 34 mins ago
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Senior Associate/Principal, Private Markets Risk
BCI
Victoria, BC
- $140,000 to $170,000 CAD / year
- Full-time
…Corporation (BCI) is the provider of investment management services for British Columbia’s public sector and one of the largest asset managers in Canada. BCI seeks investment opportunities…
Added 1 hour ago
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Junior Specialist, Real Estate Transactions (T & I) (Telework/Hybrid)
CBC/Radio-Canada
Montreal, QC
- Full-time
…This role directly assists the Senior Co-ordinator and Senior Manager in ensuring data integrity and operational excellence across the corporate real estate…
Added 1 hour ago
RE
Investigations Manager
Real Estate Council of Ontario
Toronto, ON · Etobicoke, ON
- $120,000 to $160,000 CAD / year
- Full-time
…Ontario and enhances consumer confidence in the real estate services sector. RECO’s commitment to pursuing trust in every transaction means consumers can navigate the real estate market…
Added 1 hour ago
SD
Cashier Manager, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 hour ago
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Associate or Vice President, Global Markets
BMO
Montreal, QC · HO
- Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 2 hours ago
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Credit Manager
BMO
Sudbury, ON
- Part-time
Supports the manager by coordinating and managing workflow and exception requests; escalates any concerns.
Added 2 hours ago
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Account Representative
CDW
Toronto, ON
- Full-time
…Representative with a dedicated career progression path towards Account Manager, Senior Account Manager and Executive Account…
Added 2 hours ago
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Account Representative
CDW
Toronto, ON
- Full-time
…Representative with a dedicated career progression path towards Account Manager, Senior Account Manager and Executive Account…
Added 2 hours ago
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Account Representative
CDW
Calgary, AB
- Full-time
…Representative with a dedicated career progression path towards Account Manager, Senior Account Manager and Executive Account…
Added 2 hours ago
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Investigations Officer
RBC
Halifax, NS · Bedford, QC
- Full-time
Takes ownership of client situations, building ownership and accountability at first point of contact. Refer to Manager where required.
Added 2 hours ago
SC
Universal Financial Associate -Okotoks
Servus Credit Union
Okotoks, AB
- Full-time
Reporting to the Branch Manager, our Universal Financial Associate plays an integral role in the branch by supporting our members with all their banking needs. As a Universal Financial…
Added 2 hours ago
PG
Senior Application Security Engineer
Paymentus Group Inc
Richmond Hill, ON
- Full-time
This is a hands-on technical role reporting to the Manager of Platform Security. The Senior Application Security Engineer will perform secure design reviews, threat modeling, source code…
Added 2 hours ago
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Data Designer II
TD
Toronto, ON
- Full-time
Ensure business operations follow applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals and physical control of assets)
Added 2 hours ago
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Director, Capital Markets - Capital Allocation & Management
BMO
Toronto, ON · FCP
- Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 3 hours ago
NB
Senior Credit Analyst
National Bank of Canada
Toronto, ON
- Full-time
…transactions while ensuring compliance with credit policy, transaction settlement rules and the situation that will prevail in the various…
Added 3 hours ago
NB
Banking Advisor
National Bank of Canada
Courtenay, BC
- Full-time
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning…
Added 3 hours ago
CB
Financial Analyst
Cassels Brock & Blackwell LLP
Toronto, ON
- Full-time
Cassels Brock & Blackwell LLP is a leading national law firm focused on serving the transaction, advocacy and advisory needs of Canada’s most dynamic business sectors. We have one of the…
Added 3 hours ago
NB
Banking advisor
National Bank of Canada
Mont-Saint-Hilaire, QC · Mont-St-Hilaire, QC
- Full-time
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning…
Added 3 hours ago
PC
Transaction Services Manager - Financial Services (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
As a Transaction Services Manager (Bilingual FR/EN) , you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and operational…

BMO

Personal Banking Associate

Vancouver, 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 27, 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 3, 2026

Original job description

Application Deadline:

11/26/2026

Address:

2388 4th Avenue West

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, manage operational tasks, and ensure compliance with regulatory and ethical standards.

Requirements

Candidates should have 1-2 years of relevant experience or an equivalent combination of education and experience. Strong interpersonal, communication, and consultative sales skills are required, along with the ability to work in a team-based environment.

Skills

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

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
Sales
Investment Products
Risk Management
Compliance
Money Laundering Reporting
Consultative Sales
Branch Operations
Inventory Management
Digital Banking
Self-serve Options
Credit Card Needs
Business Banking
Financial Services
Regulatory Environment
Customer Relationship

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