Personal Banking Associate at BMO
Job in
Newmarket, Ontario, Canada
Listed on 2026-06-12
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Banking & Finance, Bank Customer Service, Financial Sales -
Customer Service/HelpDesk
Banking & Finance, Bank Customer Service
Job Description & How to Apply Below
This vital role requires individuals with a background in consultative sales or customer service; candidates with 1-2 years of experience are encouraged to apply. You will guide customers through banking options and alternate channels while helping foster strong BMO relationships. Expect to collaborate effectively within a dynamic branch environment.
Key Responsibilities:
• Guide customers to digital and self-serve banking solutions
• Engage clients in discussions to identify banking needs
• Refer specialized products by collaborating with BMO partners
• Handle operational tasks for a seamless customer experience
• Ensure adherence to privacy and risk management policies
Requirements:
• Experience in customer-facing roles, preferably consultative
• Completion or progress towards investment product registration
• Comfortable with technology and financial tools
• Excellent verbal and written communication skills
• Able to work collaboratively in a team setting
Bring your dedication to customer service towards improving the banking experience at BMO.
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Position Requirements
10+ Years
work experience
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