Personal Banking Associate (Springdale)

Application Deadline: 06/10/2026 Address: 155 Main Street Job Family Group: Retail Banking Sales & Service Overview Deliver exceptional service to BMO customers and prospects. Identify customer needs and provide advice and guidance regarding financial solutions that are in the best interests of customers. Work collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Responsibilities Identify customer needs and provide advice and guidance regarding financial solutions. Collaborate with BMO partners to identify referral opportunities that grow the customer’s relationship with BMO. Welcome and guide customers into the branch lobby, offering advice on digital and self‑serve options for a simple and fast banking experience. Assist in conducting client conversations about banking services, recommending alternative channels and providing personal banking and investment advice. Meet customer transaction‑based needs with seamless execution. Review customer profiles and engage customers in needs‑based conversations to identify opportunities and address everyday banking and credit‑card needs. Contribute to achieving branch business results and enhancing the overall customer experience. Support operational activities such as inventory management, escalated service requests, reviewing customer applications, filing, and opening/closing processes. Probe to understand customer personal banking and credit‑card needs, integrating marketing promotions and programs into conversations. Organize work information to maintain accuracy and completeness. Take initiative to find creative approaches that personalize each customer’s experience. Seek and implement ways to contribute to ongoing improvement of the overall customer experience. Follow risk and compliance processes and policies to safeguard customers’ assets, maintain privacy, and act in their best interest. Identify and report suspicious patterns of activity related to money laundering. Complete complex and diverse tasks within given rules and limits, analyze issues, determine next steps, and escalate as required. Take measured risks while protecting the bank by applying the Risk Management Framework, making sound and risk‑informed decisions aligned to business strategy. Qualifications 1–2 years of relevant experience or an equivalent combination of education and experience. Registration to sell investment products completed or in progress (must be completed within 12 months) – where applicable to the jurisdiction. Proficient in social media, tablets, smartphones, online tools, and applications. Some experience in consultative customer service or sales roles, driven to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers and a focus on results. Solid interpersonal skills with the ability to build rapport and connections with customers. Aptitude for listening, problem solving, and responding creatively to new challenges. Good verbal and written communication skills. Good organization, collaboration, team, analytical, and problem‑solving skills. Compensation Salary: $34,750.00 – $51,800.00 (Salaried). The range reflects base pay and may include a commission structure for commission roles. Salaries will vary based on location, skills, experience, education, and qualifications. Benefits Health insurance Tuition reimbursement Accident and life insurance Retirement savings plans Performance‑based incentives and discretionary bonuses Other perks and rewards as applicable #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2ppcps