Personal Banker Customer Advice Associate (Canada)

Personal Banker Customer Advice Associate (Canada)

05 Nov
|
Bank N.a.
|
Canada

05 Nov

Bank N.a.

Canada

Deliver personal banking advice at BMO’s 9350 Yonge Street branch, using consultative service and strong customer relationship skills. Help make banking simple across channels.

As a Personal Banker Associate, you will serve BMO customers and prospects through needs-based conversations, financial guidance, and transaction support. You will identify everyday banking and credit card needs while collaborating with branch partners and referring customers to specialized solutions. The role supports business results, customer experience, and compliant protection of customer assets.

Key Responsibilities:

- Welcome customers and guide them through branch lobby services
- Identify needs and recommend personal banking solutions
- Support transactions, applications, filing, and branch activities




- Collaborate with partners on relationship-building referral opportunities
- Follow risk, privacy, compliance, and regulatory requirements

Requirements:

- Typically one to two years of relevant experience
- Consultative customer service or sales experience
- Investment product registration completed or in progress
- Robust interpersonal, communication, and organization skills
- Ability to analyze issues and solve problems

Bring personal banking knowledge, consultative advice, and collaborative service to BMO customers at 9350 Yonge Street.

📌 Personal Banker Customer Advice Associate (Canada)
🏢 Bank N.a.
📍 Canada

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