Personal Banking Advisor — Customer Experience

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO U.S. is seeking a frontline Banking Associate in the Metro Vancouver area to deliver exceptional service and guidance on financial solutions. You will engage customers, identify needs, and refer to specialists when appropriate, while processing transactions and supporting branch operations.

A focus on digital self-serve options and strong privacy adherence is required. Experience is not mandatory; a post-secondary degree is desirable.

Qualifications

• Basic knowledge of banking products and services.
• Strong interpersonal and communication skills.
• Ability to understand customer needs and offer appropriate solutions.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies needs and provides guidance on financial solutions.
• Handles transactions and customer inquiries.
• Supports branch operations and cash handling.
• Follows risk, compliance, and privacy requirements.

Skills

Customer service

Needs-based selling

Digital tools

Communication skills

Team collaboration

Education

Post-secondary degree

Tools

Tablets

Smartphones

Online tools

Job description

BMO U.S. is seeking a frontline Banking Associate in the Metro Vancouver area to deliver exceptional service and guidance on financial solutions. You will engage customers, identify needs, and refer to specialists when appropriate, while processing transactions and supporting branch operations.

A focus on digital self-serve options and strong privacy adherence is required. Experience is not mandatory; a post-secondary degree is desirable.