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.

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