Application Deadline: 04/25/2026Address: 25 Beckwith Street SouthJob Family Group: Retail Banking Sales & ServiceRole SummaryDelivers exceptional service to BMO customers and prospects by identifying customer needs and providing advice and guidance on financial solutions that are in the best interests of customers. Works collaboratively within the branch and across channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.ResponsibilitiesWelcome and guide customers as they walk into the branch lobby and offer advice on digital and self‑serve options, making banking easy, simple, and rapid.Assist in client conversations about banking services and recommend alternative channels, providing personal banking and investment advice.Meet transaction‑based needs with seamless execution.Review customer profiles and engage in needs‑based conversations to identify opportunities and address everyday banking and credit‑card needs.Support operational activities such as inventory management, escalated service requests, application follow‑ups, filing, onboarding, and closing.Act as a key member of a cooperative, versatile branch and market team and contribute to branch business results and the overall customer experience.Probe to understand 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.Takes initiative to find creative approaches that make each customer’s experience feel personal.Look for ways to contribute to the ongoing improvement of the overall customer experience.Work at multiple branches or through various channels and be flexible with schedule, days, hours, and shifts.Follow risk and compliance processes and policies to safeguard customers’ assets, maintain privacy, and act in their best interest.Stay current with the financial services marketplace, legal and regulatory setting,



and ethical standards.Maintain knowledge of personal banking products, practices, and trends.Identify and report suspicious patterns of activity related to money laundering.Analyze issues, determine next steps, and escalates as required.Qualifications1–2 years of relevant experience and/or certification in a related field or an equivalent combination of education and experience.For Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months).Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.Some experience in a consultative customer‑service or sales role with a drive 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.Drive 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 various capacities as part of a team.Solid interpersonal skills, including the ability to build rapport and connections with customers.Strong listening, problem‑solving, and creative response skills.Good verbal and written communication skills.Good organizational skills.Valuable collaboration and team skills.Good analytical and problem‑solving skills.Compensation & BenefitsSalary: $34,750.00 – $51,800.00 (Salaried). Salaries vary based on location, skills, experience, education, and qualifications and may include commission. Part‑time roles are prorated based on hours. BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Performance‑based incentives, discretionary bonuses, and other perks may also be available.EEO StatementBMO is committed to an inclusive, equitable and accessible workplace.Accommodation StatementAccommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.#J-18808-Ljbffr

📌 Personal Banking Associate (Smiths Falls) - $34,750 - $51,800 A Year (Lanark Highlands)
🏢 BMO
📍 Lanark Highlands