Deliver exceptional service at BMO by advising customers on personal banking, credit cards, and digital banking options through branch channels.

As a Personal Banking Associate, you identify customer needs and recommend financial solutions in their best interests. You collaborate with BMO partners, conduct needs-based conversations, and support branch business results. Your work includes personal banking advice, referrals, transactions, and customer experience improvement.

Key Responsibilities:

- Welcome customers and guide them through branch lobby services
- Recommend digital and self-serve banking options
- Provide personal banking and investment advice
- Review profiles and identify everyday banking needs
- Complete customer transactions and operational activities

Requirements:

- Typically one to two years of relevant experience
- Consultative customer service or sales experience
- Strong interpersonal, communication, and collaboration skills
- Basic knowledge of specialized sales and banking solutions
- Confident use of tablets, smartphones, and online tools

Bring customer-focused advice, referral skills, and personal banking knowledge to BMO’s collaborative branch setting.

📌 BMO Personal Banking Advisor (North Lake Parish)
🏢 BMO
📍 North Lake Parish