Deliver personalized banking advice and exceptional service at BMO, using consultative sales skills to support customers across branch channels.
As a Personal Banking Associate, you will understand customer needs, recommend financial solutions, and support everyday banking and credit card conversations. You will collaborate with BMO partners, identify referrals, and contribute to branch results while protecting customer assets and privacy.
Key Responsibilities: Welcome customers and guide them through branch lobby services
Recommend personal banking, investment, and credit card solutions
Identify referrals that deepen customer relationships with BMO
Support transactions, applications, filing, and branch operations
Follow risk, compliance, privacy,



and suspicious activity processes
Requirements: Typically one to two years of relevant experience
Consultative customer service or sales experience
Investment product registration completed or progressing in Canada
Confidence using digital tools, tablets, smartphones, and applications
Robust communication, organization, collaboration, and problem-solving skills
Bring consultative sales, financial guidance, and customer service skills to BMO’s Personal Banking Associate team.

#J-18808-Ljbffr

📌 Personal Banking Sales Associate (Ontario)
🏢 Bank of Montreal
📍 Ontario