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Added 6 mins ago
H
Director of Customer Success
Haystack
Canada
- $243,000 to $365,000 CAD / year
- Full-time
This employer is a technology company seeking a strategic leader to oversee account management and customer success operations. The role focuses on driving revenue growth, retention, and…
Added 6 mins ago
B
VP, Paid Media
Buyerlink
Victoria, BC
- Full-time
Buyerlink is looking for a hands-on, strategic performance marketing leader to own and scale paid social and native advertising for our Home Services and Automotive business. This role will…
Added 6 mins ago
A
Botanist Expeditor - Full Time
AccorHotel
Vancouver, BC
- Full-time
Coordinate the seamless flow of dishes between the kitchen and service team, ensuring timely and elegant delivery
Added 21 mins ago
DH
Director of Operations
Delta Hotels and Resorts®
Whistler, BC
- Full-time
Functions as the strategic business leader of the property's Hotel Operations. Areas of responsibility may include Front Office, , Recreation/Health Club, Housekeeping, Food and…
Added 21 mins ago
MS
Managing Director
Manos Software Group
Montreal, QC
- Full-time
…seeking a dynamic and experienced professional to join our team as Managing Director. Reporting directly to one of our Investment Partners, the Managing Director will be responsible for…
Added 36 mins ago
C
Warehouse & Distribution Director
Cascades
Longueuil, QC · Saint-Hubert, QC
- $150,000 to $180,000 CAD / year
- Full-time
You are a logistics leader who excels at building high-performing operations, optimizing distribution networks, and driving continuous improvement. This is an opportunity to lead…
Added 36 mins ago
Retail Sales Associate
EssilorLuxottica Group
Whistler, BC
The Retail Sales Associate will be responsible for providing exceptional customer service, building strong relationships with clients, and achieving sales targets. As an associate, you will…
Added 36 mins ago
SC
Retail Print & Services Supervisor
Staples Canada
Edmonton, AB
- Full-time
As a Print & Services Supervisor at Staples, you will lead a team to provide exceptional customer experiences, drive sales, and maintain operational excellence. Your passion for the…
Added 36 mins ago
SI
Retail Print & Services Supervisor
Staples Inc.
Surrey, BC
- Full-time
As a Print & Services Supervisor at Staples, you will lead a team to provide exceptional customer experiences, drive sales, and maintain operational excellence. Your passion for the…
Added 36 mins ago
AM
Mechanical Technologist
AdvanTec Marine
Calgary, AB
- $70,000 to $85,000 CAD / year
- Full-time
…Bending Technologies has established itself as an industry leader in structural bending, pipe bending, low deformation bending, and forming of structural steel. Our combination of…
Added 51 mins ago
RC
Inside Sales Representative
Rexel Canada
Brantford, ON
- $50,000 to $65,000 CAD / year
- Full-time
Rexel is a world leader in the electrical distribution market, operating in 18 Countries and leveraging a network of 1950 branches and 27000 employees. We provide innovative electrical…
Added 51 mins ago
WF
Bakery Department Supervisor - Full Time
Whole Foods Market
Vancouver, BC
- Full-time
Assists with the scheduling and supervision of Team Members as well as with the day-to-day flow of the department. Oversees and maintains compelling bakery, coffee, and juice displays.…
Added 52 mins ago
T
Bodily Injury, Claims Advisor
TD
AB · Markham, ON · Calgary, AB
- Full-time
Reporting to Team Leader, Claims Services; the Bodily Injury Analyst is responsible for the handling of bodily injury tort claims in Alberta. This includes full investigation of liability…
Added 52 mins ago
T
Relationship Manager
TD
Peterborough, ON · Oshawa, ON
- Full-time
Continually deliver exceptional customer service at every interaction and execute on plans to continuously improve the customer experience
Added 52 mins ago
T
Customer Experience Associate - Vaudreuil
TD
Vaudreuil-Dorion, QC
- Part-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 52 mins ago
T
Customer Experience Associate - Cantonese Language Skills an Asset
TD
Vancouver, BC
- Part-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 52 mins ago
T
Senior Bodily Injury, Claims Advisor
TD
AB · Markham, ON · Calgary, AB
- Full-time
Reporting to Team Leader, Claims Services; the Bodily Injury Analyst is responsible for the handling of bodily injury tort claims nationally. This includes full investigation of liability…
Added 52 mins ago
FS
Night Manager
Four Seasons Hotels and Resorts
Whistler, BC · Four Seasons Whistler
- Full-time
Join the award-winning team at Four Seasons Resort and Residences Whistler, honored as the #1 Resort in Canada by Condé Nast Traveler and recipient of Two MICHELIN Keys – a prestigious…
Added 1 hour ago
Technician
British Columbia Lottery Corporation
Kamloops, BC
Previous customer service experience is preferred.
Added 1 hour ago
OT
Billing Coordinator
Open Text Corporation
Waterloo, ON
- Other
…across our global order-to-cash process. You will bring strong customer service, problem-solving and business partnering skills to work with Sales, Billing Specialists, Revenue, Collections…
Added 1 hour ago
VC
Bilingual Account Manager (Manufacturing/Utilities industry)
Veriforce Canada
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Veriforce is a leader in contractor compliance and supply chain risk management, helping the world's most safety-conscious organizations protect their workers, their reputation, and their…
Added 1 hour ago
VG
Director of Hospitality
Vancouver Golf Club
Coquitlam, BC
- Full-time
Vancouver Golf Club seeks an accomplished, polished and highly visible hospitality leader to oversee its food, beverage and clubhouse service experience. This is a coveted senior leadership…
Added 1 hour ago
SI
Ramp Services Agent ($21/h) YVR
Swissport International AG
Richmond, BC
- Part-time
Are you ready to take flight in a dynamic and fast-paced aviation industry? As a global leader in aviation services, Swissport provides Ground Handling, Cargo Handling, and Passenger…
Added 1 hour ago
OA
Lot Associate - Surrey Honda
OpenRoad Auto Group
Surrey, BC
- Full-time
…locations) with a shared vision to become the national automotive leader in customer experience. As one of “Canada’s Best Employers” and “Best Managed Companies”, we are looking for team…
Added 1 hour ago
T
Bilingual (FR/EN) Contact Centre Representative - Canadian Banking, Credit Cards
TD
Montreal, QC
- Full-time
…North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than…

BMO

Personal Banking Associate

Waterloo, ON, Canada

$35,500.00 - $60,500.00 · Full-time

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Job details

Pay: $35,500.00 - $60,500.00
Job type: Full-time
Apply by: Nov 23, 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 6, 2026

Original job description

Application Deadline:

11/22/2026

Address:

200 Northfield Drive 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 - $60,500.00

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 support branch operations, manage customer transactions, and collaborate with partners to identify referral opportunities.

Requirements

Candidates should have 1-2 years of relevant experience or equivalent education and a passion for consultative customer service. Proficiency in digital tools and the ability to work in a team-based, results-oriented environment are essential.

Skills

Customer service
Financial advice
Sales
Relationship management
Communication skills
Problem solving
Interpersonal skills
Operational support
Risk management
Regulatory compliance
Investment product knowledge
Digital banking tools
Team collaboration
Analytical skills
Organization skills

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

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
Money Laundering Reporting
Regulatory Compliance
Consultative Sales
Inventory Management
Digital Banking
Self-serve Options
Business Results
Market Needs
Privacy
Ethical Requirements
Financial Services Marketplace

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