Banking Jobs in Toronto – Personal Banking Associate

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Toronto, Ontario, CABanking Jobs in Toronto – Personal Banking AssociateBMO Financial Group

Job Overview


is currently hiring on a vacant job post of based in Please read the job detail carefully before applying.

Job Description:

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

Job Responsibilities:

  • Contributes to meeting branch business results and the customer experience.
  • Takes the initiative to find creative approaches that make each customer’s experience feel personal.
  • Organizes work information to ensure accuracy and completeness.
  • May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
  • Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
  • Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
  • As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
  • Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
  • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Meets customer transaction-based needs with seamless execution.
  • Acts as a key member of a collaborative and versatile branch and market team.
  • Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
  • Contributes to business results and the overall experience delivered in the branch.

Job Requirements:

  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  •  An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Analytical and problem solving skills – Good.
  • Verbal & written communication skills – Good.
  • Passionate commitment to helping customers.
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists.
  • A focus on results and the ability to thrive in a consultative sales and team-based environment.
  • Basic specialized knowledge.
  • Organization skills – Good.
  • Collaboration & team skills – Good.
  • Drive to deliver a personal customer experience.
  • Resourceful self-starter with courage and confidence to approach customers.
  • Readiness to collaborate and work in different capacities as part of a team.

Job Details:

Company: BMO Financial Group

Vacancy Type: Full Time

Job Location:  Toronto, Ontario, CA

Application Deadline: N/A

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Toronto, Ontario, CABanking Jobs in Toronto – Personal Banking AssociateBMO Financial Group