Personal Banking Associate (Colwood)
Personal Banking Associate (Colwood)
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Colwood, Canada
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Posted: less than a week ago
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Description
Application Deadline: 06/04/2026 Location: 325 Royal Common Responsibilities - Deliver exceptional customer service to BMO customers and prospects, identifying customer needs and providing advice and guidance on financial solutions. - Collaborate with branch partners and BMO channels to deliver the desired customer experience and achieve business objectives. - Lead lobby interactions, welcoming customers, offering advice on digital and self‑serve options, and recommending alternative banking channels. - Engage customers in conversations about personal banking, credit card needs, and marketing promotions, integrating strategic advice and referral opportunities. - Support operational activities such as inventory management, escalated service requests, application follow‑up, filing, and opening and closing procedures. - Follow risk and compliance processes, protecting customer assets and privacy while acting in their best interest. - Maintain current knowledge of personal banking products, regulatory environment, and market trends. - Identify and report suspicious activity related to money laundering. - Perform complex tasks within defined rules, analyze issues, decide next steps, and escalate when necessary. - Work across multiple branches or channels, adapting schedule as required by market needs. Qualifications - 1–2 years’ relevant experience in customer service or sales, or equivalent education and experience. - Fluency in English; Mandarin language proficiency preferred. - Registration to sell investment products (completed or in progress within 12 months) if applicable. - Proficiency with social media, tablets, smartphones, and online tools. - Consultative customer‑service orientation with a drive to deliver a personal experience. - Strong interpersonal skills, ability to build rapport, and active listening. - Organizational, collaborative, analytical, and problem‑solving skills—rated as good. - Self‑starter with courage and confidence to engage customers. - Ability to thrive in a consultative sales and team‑based workplace. Working Hours - Monday to Saturday. Shift schedule may vary week to week. Benefits - Salary range: $34,750.00 – $51,800.00 (salaried), with potential commission and performance bonuses. - Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. - Performance‑based incentives, discretionary bonuses, and other perks and rewards. Apply on Kit Job: kitjob.ca/job/2pb8aj
Highlights
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Company nameBank of Montreal
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Job positionPersonal Banking Associate (Colwood)
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