Personal Banking Associate

Position Overview

Location:

4857 Elliott Street (Address). Job Family Group:
Retail Banking Sales & Service. Availability:
Tuesday to Saturday. Final date to receive applications: 07/03/2026.

• Deliver exceptional service to BMO customers and prospects, identifying needs and providing advice on financial solutions.
• Collaborate with branch and BMO partners across channels to deliver desired customer experience and meet business objectives.
• Act as lobby leader—welcome and guide customers in the branch lobby, recommend digital and self‑serve options.
• Conduct client conversations about banking services, recommend alternative channels, and provide personal banking and investment advice.
• Meet transaction‑based needs with seamless execution.
• Review customer profiles, engage in needs‑based conversations, and identify opportunities for everyday banking plans and credit card needs.
• Contribute to meeting branch business results and overall customer experience.
• Support operational activities: inventory management, escalated service requests, follow‑up on customer applications, filing, opening and closing activities.
• Probe to understand personal banking and credit card needs, integrating marketing promotions into conversations.
• Organize work information for accuracy and completeness.
• Initiate creative approaches to personalize customer experience.
• Look for ways to improve overall customer experience.
• Work at multiple branches or through various channels; schedule may vary week to week.
• Follow risk and compliance processes and policies to safeguard assets and privacy, and act in customers’ best interest.
• Stay current on financial services marketplace, regulatory environment, and ethical requirements.
• Maintain current knowledge of personal banking products and trends.
• Identify and report suspicious activity related to money laundering.
• Comply with legal and regulatory requirements in jurisdiction.
• Complete complex tasks within rules, analyze issues, determine next steps, and escalates as required.
• Apply Risk Management Framework, taking measured risks aligned with business strategy and approved risk appetite.

• 1–2 years of relevant experience and/or certification in related field, or equivalent combination of education and experience.
• Canada only: registration to sell investment products completed or in progress within 12 months.
• Confident in using social media, tablets, smartphones, online tools and applications.
• Experience in consultative customer service or sales roles, with drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions.
• Passionate commitment to helping customers.
• Drive to deliver personal customer experience; focus on results.
• Resourceful self‑starter with confidence to approach customers.
• Strong interpersonal skills, ability to build rapport and connections with customers.
• Aptitude for listening, solving problems, and responding creatively to new challenges.
• Basic specialized knowledge.
• Verbal and written communication skills—good.
• Organization skills—good.
• Collaboration and team skills—good.
• Analytical and problem‑solving skills—good.

• Salary: $36,000.00 – $54,500.00 (Salaried). Salaries vary by location, skills, experience, education, and qualifications; may include commission structure. Part‑time roles are pro‑rated.
• Benefits: health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
• Additional perks and rewards, performance‑based incentives, discretionary bonuses; total compensation varies.

BMO is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.