Conseiller(ère) à la clientèle

Bank of Montreal; Rivière-du-Loup; On-site; CAD 35,000 - 52,000; Full time

Job summary

A leading financial institution is seeking a Personal Banker Associate in Rivière-du-Loup to deliver exceptional service and advice to customers. This role involves collaborating with team members, managing customer transactions, and identifying banking opportunities. The ideal candidate will have strong interpersonal skills and a commitment to customer satisfaction, contributing to the overall success of the branch.

Benefits

Health Insurance

Tuition Reimbursement

Retirement Plans

Qualifications

• 1-2 years of relevant experience or certification.
• Completion or in-progress registration to sell investment products.

Responsibilities

• Deliver exceptional service and identify customer needs.
• Assist in client conversations about banking services.
• Support operational activities and contribute to business results.

Skills

Customer Service

Sales

Communication

Problem-Solving

Education

Relevant Certification

Equivalent Education

Tools

Social Media

Tablets

Smartphones

Online Tools

Job description

Personal Banker Associate

Apply locations: RIVIÈRE-DU-LOUP, QC, CAN | Full time | Posted 2 Days Ago | Job Requisition ID: R250009666

Application Deadline: 05/30/2025

Address: 428, rue Lafontaine

Job Family Group: Retail Banking Sales & Service

Deliver exceptional service to BMO customers and prospects. Identify customer needs and provide advice and guidance on financial solutions that serve their best interests. Collaborate within the branch and with BMO partners to enhance customer experience and achieve business goals.

1. Collaborate with BMO partners to identify referral opportunities that expand the customer's relationship with BMO.
2. Greet and guide customers, offering advice on digital and self-serve banking options for a quick and easy banking experience.
3. Assist in client conversations about banking services, recommend banking channels, and provide personal banking and investment advice.
4. Handle customer transactions efficiently and accurately.
5. Review customer profiles and engage in needs-based conversations to identify opportunities and address banking and credit card needs.
6. Contribute to branch business results and enhance the customer experience.
7. Support operational activities such as inventory management, service requests, and account processing.
8. Be a key member of the branch and market team, fostering collaboration.
9. Understand customer banking and credit needs, and incorporate marketing promotions into discussions.
10. Organize work information to ensure accuracy and completeness.
11. Proactively find creative ways to make each customer's experience personalized.
12. Seek continuous improvement in the branch's customer experience.
13. Contribute to overall business results and customer satisfaction.
14. Work at multiple branches as needed; schedule may vary.
15. Follow risk and compliance policies to safeguard assets and privacy.
16. Stay informed about financial market trends, legal, and regulatory requirements.
17. Maintain knowledge of banking products and practices, integrating them into customer interactions.
18. Report suspicious activities related to money laundering.
19. Ensure compliance with legal and regulatory standards.
20. Protect the bank's assets ethically and legally.
21. Complete diverse tasks within established rules and limits.
22. Analyze issues and escalate as necessary.
23. Additional responsibilities may be assigned as needed.

Qualifications:

• Typically 1-2 years of relevant experience or related certification, or equivalent education and experience.
• For Canada: Completion or in-progress registration to sell investment products (within 12 months).
• Proficient with social media, tablets, smartphones, and online tools.
• Experience in customer service or sales with a focus on personal customer experience.
• Basic knowledge of sales and business banking solutions.
• Strong commitment to helping customers.
• Results-driven with a team-oriented approach.
• Resourceful, confident, and proactive in customer engagement.
• Ability to collaborate and adapt to different roles within the team.
• Excellent interpersonal skills to build rapport.
• Good listening, problem-solving, and flexible response skills.
• Basic specialized knowledge and good communication skills.

Salary: $35,000.00 - $52,000.00

Pay Type: Salaried, with potential performance-based incentives and benefits including health insurance, tuition reimbursement, and retirement plans. Details at Total Rewards.

About Us: At BMO, our purpose is to "Boldly Grow the Good in business and life." We aim to create positive change for our customers, communities, and employees through innovation and collaboration. We provide extensive training, support, and growth opportunities. Learn more at our careers page.

BMO is committed to an inclusive and accessible workplace. Accommodations are available upon request during the hiring process.