Personal Banking Customer Experience Associate Burnaby

Personal Banking Customer Experience Associate Burnaby

09 Nov
|
BMO Financial Group
|
Burnaby

09 Nov

BMO Financial Group

Burnaby

Deliver exceptional customer service with BMO as a Personal Banking Associate, using consultative sales and financial guidance. Work across branches or channels as market needs require.

This salaried retail banking role typically suits candidates with one to two years of relevant experience or related certification. You will understand personal banking and credit card needs, recommend financial solutions, and refer customers to BMO specialists. The role also supports digital banking adoption, risk processes, and branch business results.

Key Responsibilities:
Welcome customers and guide them through branch lobby services
Identify needs and recommend personal banking solutions
Refer opportunities to BMO partners and specialists
Support transactions, applications, inventory,



and branch activities
Promote digital and self-serve banking options

Requirements:
One to two years of relevant experience typically preferred
Consultative customer service or sales experience
Robust interpersonal, communication, and organization skills
Registration to sell investment products completed or progressing
Confidence using social media, tablets, smartphones, and online tools

Bring customer insight, financial guidance, and cooperative service skills to BMO’s Personal Banking Associate position.

📌 Personal Banking Customer Experience Associate Burnaby
🏢 BMO Financial Group
📍 Burnaby

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