Role Overview

Based at the newly opening BMO Gilmore Station branch at 7150Kerr Street. Fluency in English and Korean or Mandarin is preferred. Availability Monday to Saturday is required.

Responsibilities

- 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.
- Collaborate with BMO partners to identify referral opportunities that further grow the customer’s relationship.
- Welcome and guide customers entering the branch lobby, offering advice on available digital and self‑serve options to simplify banking.
- Conduct client conversations about banking services, recommend alternative channels, and provide personal banking and investment advice.
- Meet customer transaction‑based needs with seamless execution.
- Review customer profiles, engage in needs‑based conversations, identify potential opportunities, and address everyday banking plans and credit‑card needs.
- Contribute to meeting branch business results and the customer experience.
- Support operational activities such as inventory management, escalated service requests, follow‑up on customer applications, filing, opening, and closing activities.
- Act as a key member of a collaborative and versatile branch and market team.
- Probe to understand customer personal banking and credit‑card needs and integrate marketing promotions and programs into conversations to provide strategic advice.
- Organize work information to ensure accuracy and completeness.




- Take initiative to find creative approaches that personalize each customer’s experience.
- Look for ways to contribute to the ongoing improvement of overall customer experience.
- Contribute to business results and the overall experience delivered.
- Work at multiple branches or via various channels; schedule may differ week to week.
- Follow risk and compliance processes and policies to safeguard customers’ assets, maintain privacy, and act in their best interest.
- Keep current with the wider financial services marketplace, legal and regulatory environment, and ethical requirements.
- Maintain current knowledge of personal banking products, practices, and trends and integrate them into conversations.
- Identify and report suspicious patterns of activity related to money‑laundering.
- Comply with legal and regulatory requirements for the jurisdiction.
- Complete complex and diverse tasks within given rules/limits, analyze issues, determine next steps, and elevate as required.
- Take measured risks while protecting the bank by applying the Risk Management Framework in alignment with risk appetite and policies.

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) — Canada only.
- Confidence and experience using social media, tablets, smartphones, online tools, and applications.
- Experience in consultative customer‑service or sales roles, with a drive to deliver a personal customer experience.
- Basic knowledge of specialized sales and business banking solutions suitable for referral.
- Passionate commitment to helping customers.
- Robust focus on results and the ability to thrive in a consultative, sales‑ and team‑based environment.
- Resourceful self‑starter with courage and confidence to approach customers.
- Readiness to collaborate and work in different capacities as part of a team.
- Robust interpersonal skills (ability to build rapport and connections with customers).
- Aptitude for listening, solving problems, and responding flexibly and 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.
- Fluency in Korean or Mandarin is preferred.

Compensation & Benefits

Salary range: $36,000.00 - $54,500.00 annually. The salary may vary based on skills, experience, education, and qualifications. BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

EEO Statement

BMO is committed to an inclusive, equitable, and accessible workplace. Accommodations are available upon request.

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