Personal Banking & Relationship Growth Associate

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 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.