Personal Banking Associate

Bank Of Montreal (BMO) based in Montreal, QC is inviting applications from suitable candidates for the position of Personal Banking Associate. The Bank of Montreal (BMO) holds a significant position as one of Canada’s oldest and most distinguished financial institutions, playing a crucial role in the country’s economic development. BMO offers personal and commercial banking services as well as wealth management. BMO remains a trusted financial partner for individuals, businesses, and institutions alike. The candidates selected for the vacancy will be required to start the work as soon as possible.

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Job Description:

Employer Name: Bank Of Montreal (BMO)
Position: Personal Banking Associate
No of Vacancies: 1
Salary: Salary is not mentioned, $20.00-$25.00 hourly estimated salary
Employment Type: Full time
Location: 119 Rue Saint-Jacques, Montréal, QC H2Y 1L6, Canada
Job Location: 1769 rue Fleury est, Unit 9
Schedule: Full time
Requisition ID/Job ID: R240003752

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates should have certification in related field of study desirable or an equivalent combination of education and experience
Experience: Candidates should have Typically between 1 – 2 years of relevant experience

Physical Requirements:

  • The candidates should be able to adapt to working at multiple branches based on market needs, with a flexible work schedule

Other Requirements:

  • The candidates should be registered to sell investment products completed or in progress (must be completed within 12 months) – as appropriate for the jurisdiction
  • The candidates should be confident and experienced in the use of social media, tablets, smartphones, online tools, and applications
  • The candidates should have some experience in consultative customer service or sales roles, with a drive to deliver a personal customer experience
  • The candidates should have basic knowledge of specialized sales and business banking solutions to refer to specialists
  • The candidates should have a passionate commitment to helping customers
  • The candidates should have a drive to deliver a personal customer experience
  • The candidates should have a focus on results and the ability to thrive in a consultative sales and team-based environment
  • The candidates should be resourceful self-starters with the courage and confidence to approach customers
  • The candidates should have readiness to collaborate and work in different capacities as part of a team
  • The candidates should possess strong interpersonal skills, including the ability to build rapport and connections with customers
  • The candidates should have an aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
  • The candidates should have basic specialized knowledge
  • The candidates should have good verbal and written communication skills, as well as good organization skills
  • The candidates should have good collaboration and team skills, as well as good analytical and problem-solving skills

Responsibilities:

  • The candidates should be able to deliver exceptional service to BMO customers and prospects, ensuring their needs are met effectively
  • The candidates should be able to identify customer needs and offer advice and guidance on financial solutions that align with the best interests of customers
  • The candidates should be able to collaborate within the branch and with BMO partners to deliver the desired customer experience and contribute to achieving overall business objectives
  • The candidates should be able to collaborate with BMO partners to identify referral opportunities that enhance the customer’s relationship with BMO beyond personal banking
  • The candidates should be able to welcome and assist customers upon entering the branch lobby, offering guidance on available digital and self-serve options to streamline banking with BMO
  • The candidates should be able to engage in client conversations about banking services, recommending alternative channels and providing personal banking and investment advice
  • The candidates should be able to efficiently address customer transaction needs with seamless execution
  • The candidates should be able to review customer profiles and engage in needs-based conversations to identify potential opportunities and address everyday banking plans and credit card needs
  • The candidates should be able to contribute to meeting branch business objectives and enhancing the overall customer experience
  • The candidates should be able to support operational activities such as inventory management, escalated service requests, customer application follow-ups, filing, and opening and closing activities
  • The candidates should be able to act as key members of collaborative and versatile branch and market teams
  • The candidates should be able to probe to understand customer personal banking and credit card needs, integrating marketing promotions and programs into customer conversations to offer strategic advice
  • The candidates should be able to organize work information meticulously to ensure accuracy and completeness
  • The candidates should be able to take initiative in finding creative approaches to personalize each customer’s experience
  • The candidates should be able to actively contribute to ongoing improvements in the overall branch customer experience and business results
  • The candidates should be able to follow through on risk and compliance processes and policies to safeguard customers’ assets, privacy, and best interests
  • The candidates should be able to stay current with the wider financial services marketplace, legal and regulatory environments, and uphold the highest ethical standards
  • The candidates should be able to maintain up-to-date knowledge of personal banking products, practices, and trends, integrating this information into customer conversations
  • The candidates should be able to identify and report suspicious patterns of activity related to money laundering, complying with all legal and regulatory requirements
  • The candidates should be able to protect the Bank’s assets in compliance with regulatory, legal, and ethical requirements
  • The candidates should be able to handle complex and diverse tasks within prescribed rules and limits, analyzing issues and determining appropriate next steps, escalating when necessary
  • The candidates should be able to work or accountabilities may be assigned as needed

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.

Apply Online

 

 

 

We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!

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