Banking Concierge & Customer Solutions Advisor

BMO; Burnaby; On-site; CAD 36,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused Banking Associate in Canada. You will identify customer needs, offer digital self-serve guidance, and coordinate with branch teams to deliver seamless service. You will handle transactions, respond to inquiries, and promote products aligned with customer goals.

The role emphasizes risk awareness, compliance, and collaboration across branches, with flexible scheduling across multiple branches as market needs dictate.

Qualifications

• No prior experience required; degree or certification in related field is desirable.
• Strong knowledge of personal, commercial and partner offers.
• Confident with social media, tablets, smartphones, and online tools.

Responsibilities

• Identifies customer needs and initiates referrals to BMO colleagues.
• Supports customer requests for banking services, including handling transactions and inquiries.
• Welcomes customers and meets banking service needs with seamless execution.
• Offers guidance on digital and self-serve options to make banking easy.
• Escalates complex situations to managers as required.
• Protects customers' assets and follows risk/compliance processes.

Skills

Needs identification

Referrals“,

Education

Post-secondary degree or certification

Tools

Social media

Tablets

Smartphones

Online tools

Job description

BMO Financial Group is seeking a customer-focused Banking Associate in Canada. You will identify customer needs, offer digital self-serve guidance, and coordinate with branch teams to deliver seamless service. You will handle transactions, respond to inquiries, and promote products aligned with customer goals.

The role emphasizes risk awareness, compliance, and collaboration across branches, with flexible scheduling across multiple branches as market needs dictate.