Personal banking associates

Tobermory; Dorval; On-site; CAD 39,000 - 48,000; Full time

Benefits offered by this job

Health benefits

Insurance benefits

Bonuses & promotions

Job summary

Bank of Montreal in Dorval, Canada is seeking a Personal Banking Associate to engage customers in needs-based conversations, review profiles, and support daily banking plans and credit card needs. You will collaborate with BMO partners to identify referral opportunities that deepen the customer relationship.

The role emphasizes compliant operations, proactive problem solving, and delivering a personalized customer experience.

Qualifications

• 1-2 years of relevant experience desirable with related certifications.
• Experience in consultative customer service or sales roles preferred.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Drive to deliver a personal customer experience.

Responsibilities

• Review customer profiles and engage customers in needs-based conversations to identify opportunities and address banking needs.
• Support operational activities and organize work information to ensure accuracy and completion.
• Take initiative to find creative approaches to make each customer experience feel personal.
• Comply with legal and regulatory requirements for the jurisdiction.
• Analyze issues and determine next steps.

Skills

Consultative selling

Customer needs analysis

Interpersonal skills

Education

Certification in related fields

Job description

Bank of Montreal has released a notification on which they’re inviting candidates for the post of personal banking associates. They’re required to collaborate with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking. They’re also appointed to handle broader work or accountability. Registration for this post has already started and it will end soon.

Employer Name: Bank of Montreal
Position: Personal Banking associates
No. of vacancies: 1
Salary: $43,436 per year
Employment Type: Full-time
Location: Dorval, Canada

• Candidates will have to review customer profiles and engage customers in needs-based conversations to identify potential opportunities and address everyday banking plans and credit card needs.
• Candidates will have to support operational activities and organize work information to ensure accuracy and completion.
• Candidates will have to take the initiative to find creative approaches. That makes each customer experience feel personal.
• Candidates will have to comply with legal and regulatory requirements for the jurisdiction.
• Candidates will also have to analyze issues and determine next steps.

Job requirement

• Candidates must be more than 1-2 years of relevant experience and certification in related fields of study are desirable with equivalent experience.
• Candidates must attain experience in consultative customer service or sales roles.
• Candidates must attain basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Candidates must drive to deliver a personal customer experience.

Work setting

• People with strong interpersonal skills and problem solving skills are preferred for this post.
• The candidate will get a highly competitive pay scale.
• Candidates will get routine medical checkups and health benefits.
• Candidates will get insurance benefits at this post.
• Candidates will also get bonuses and promotions from time to time.