Personal Banking Service Specialist

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

Benefits offered by this job

Performance-based incentives

Health insurance

Tuition reimbursement

Retirement savings plans

Possible commission structure

Job summary

BMO Financial Group in Brampton is seeking a service-focused associate for Retail Banking Sales & Service. You will identify customer needs, offer suitable financial solutions, handle transactions, and promote digital self-serve options. Your role emphasizes personal banking guidance within a collaborative branch team.

You will support operational activities, follow risk and compliance policies, and contribute to branch results while delivering a personal customer experience.

Qualifications

• No prior experience required; post-secondary degree or certification desirable.
• Knowledge of personal, commercial and partner offers to serve customers.
• Comfort with social media, tablets, smartphones, online tools and apps.
• Ability to help customers gain confidence using digital solutions.
• Strong interpersonal skills and professional presence.
• Basic knowledge across banking products and services.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and initiates referrals to colleagues.
• Handles transactions and inquiries with seamless execution.
• Provides guidance on digital and self-serve options.
• Engages customers in needs-based conversations for opportunities.
• Escalates complex issues to managers as required.
• Supports branch operations and risk/compliance processes.

Skills

Customer service

Sales orientation

Communication

Problem solving

Team collaboration

Relationship building

Education

Post-secondary degree or certification desirable

Job description

BMO Financial Group in Brampton is seeking a service-focused associate for Retail Banking Sales & Service. You will identify customer needs, offer suitable financial solutions, handle transactions, and promote digital self-serve options. Your role emphasizes personal banking guidance within a collaborative branch team.

You will support operational activities, follow risk and compliance policies, and contribute to branch results while delivering a personal customer experience.