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Added 7 mins ago
JI
Gatehouse Associate
J.D. Irving, Limited
Halifax, NS
- Part-time
Operate registers, scanners, and credit card/debit card terminals
Added 7 mins ago
C
Financial Services Associate
CIBC
Surrey, BC
- Full-time
…futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you’ll provide administrative and client support to seek business growth opportunities.…
Added 7 mins ago
CB
Accounts Payable Clerk (Contract)
Clark Builders
Edmonton, AB
- Full-time
Handle new vendor setup and credit application processing
Added 21 mins ago
A
Part Time Sales Associate, adidas Signal Hill (#2031) 1
adidas
Calgary, AB
- Part-time
Completes customer sales transactions (cash, credit, debit, etc.).
Added 21 mins ago
KB
Gatehouse Associate
Kent Building Supplies
Halifax, NS
- Part-time
Operate registers, scanners, and credit card/debit card terminals
Added 22 mins ago
W
Front End Checkout Team Associate
Walmart
Toronto, ON
- Part-time
3.Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 22 mins ago
W
(CAN) Customer Service Manager
Walmart
Mission, BC
- Part-time
Oversees and promotes company-sponsored programs and initiatives, including credit card services, Walmart Protection Plans, charity initiatives, and associate and customer discount programs.
Added 36 mins ago
TS
Store Associate
The Salvation Army in Canada
Toronto, ON
- Part-time
Adhere to store policy regarding cheques, credit cards, refunds, voids, and holds.
Added 37 mins ago
TH
Associé(e) aux caisses (Temps partiel)
The Home Depot
Laval, QC
- Part-time
…the assisted check-outs throughout the store. The front end associate will excel at processing transactions accurately and timely by executing our GET checkout…
Added 50 mins ago
CF
Sales Associate
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Petawawa, ON
- Part-time
As a Sales Associate, you provide retail services to a unique client base - members of the Canadian Armed Forces (CAF), and in assisting them, you are helping your community. You may…
Added 50 mins ago
CF
Department Associate (4)
Canadian Forces Morale and Welfare Services
Shannon, QC
- Full-time
The Department Associate may also provide a variety of other retail services, including regular retail services, dry cleaning, lottery services, self-serve gas services, and postal…
Added 50 mins ago
MC
Cloud Operations Engineer – Azure AKS Terraform (36170)
Myticas Consulting
Toronto, ON
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Added 51 mins ago
MC
Full-time Sales Associate (CAG1 Hillside Center)
Miniso Canada
Victoria, BC
- Full-time
We are looking for a Full-time Sales Associate to join us in our Hillside Center location.
Added 51 mins ago
MC
Full-time Sales Associate (CAJ3 Outlet Collection Winnipeg)
Miniso Canada
Winnipeg, MB
- Full-time
We are looking for a Full-time Sales Associate to join us in our Outlet Collection Winnipeg location.
Added 1 hour ago
W
(CAN) Front End Checkout Team Associate
Walmart
Powell River, BC
- Part-time
3.Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 1 hour ago
W
(CAN) Customer Service Manager
Walmart
Peace River, AB
- Full-time
Oversees and promotes company-sponsored programs and initiatives, including credit card services, Walmart Protection Plans, charity initiatives, and associate and customer discount programs.
Added 1 hour ago
W
(CAN) Front End Checkout Team Associate
Walmart
Grand Falls, NB
- Part-time
3.Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 1 hour ago
MR
Credit-Free Instructor, Microsoft Excel
Mount Royal University
Calgary, AB
- Part-time
Microsoft Office Specialist: Excel Associate or Excel Expert certification, or equivalent, is considered an asset.
Added 1 hour ago
Sales Associate - Kildonan Place Winnipeg
Rogers Communications
Winnipeg, MB
…our selection process, all candidates must clear a criminal/credit background check and ID verification. Previous employment verification may be required depending on the…
Added 1 hour ago
B
Personal Banking Associate
BMO
Toronto, ON
- 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 1 hour ago
B
Personal Banking Associate
BMO
Toronto, ON
- 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 1 hour ago
B
Personal Banking Associate
BMO
Toronto, ON
- 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 1 hour ago
TS
Store Associate
The Salvation Army in Canada
Surrey, BC
- Part-time
Adhere to store policy regarding cheques, credit cards, refunds, voids, and holds.
Added 2 hours ago
Senior Customer Experience Associate - Queenston & Nash (26.25 hours/week)
Scotiabank
Hamilton, ON
…including opening day-to-day accounts, fulfilling pre-approved credit opportunities, and processing…
Added 2 hours ago
Senior Customer Experience Associate - Somerset & Bronson, Ottawa, ON (37.5 hours/week)
Scotiabank
Ottawa, ON
…including opening day-to-day accounts, fulfilling pre-approved credit opportunities, and processing…

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 30, 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 4, 2026

Original job description

Application Deadline:

11/29/2026

Address:

2301 Brimley Road

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 collaborate with branch partners to grow customer relationships while managing operational tasks and ensuring compliance with regulatory requirements.

Requirements

Candidates should have 1-2 years of relevant experience or equivalent education, along with strong interpersonal and consultative sales skills. Proficiency in digital tools and a commitment to delivering a personalized customer experience are essential for this role.

Skills

Customer service
Sales
Financial advice
Relationship management
Communication
Problem solving
Interpersonal skills
Analytical skills
Organization
Collaboration
Risk management
Compliance
Digital literacy
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
Money Laundering Reporting
Risk Management Framework
Regulatory Compliance
Consultative Sales
Inventory Management
Business Banking
Strategic Advice
Financial Services
Marketplace Trends

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