Customer Banking Associate - BMO Financial : Job Details

Application Deadline: 08/24/2025

Address: 15203 W 119th Street

Job Family Group: Retail Banking Sales & Service

Join our team as a Customer Banking Associate and deliver outstanding service to our valued customers. In this dynamic role, you will identify customer needs and provide tailored financial solutions that enhance their banking experience. Collaborate with our branch and partner teams to achieve business objectives while ensuring customer satisfaction.

• Proactively engage with customers to assess their needs and foster loyalty, identifying immediate and future banking opportunities.
• Complete thorough needs assessments to recommend personalized solutions for everyday banking, lending, investments, and business needs.
• Guide customers in utilizing digital and self-serve banking options to simplify their transactions.
• Support customers with their transaction needs based on branch traffic.
• Build new relationships by generating appointments and actively engaging with the local community.
• Address inquiries and resolve issues while ensuring compliance with legal and regulatory standards.
• Manage risk within your portfolio to safeguard the Bank's assets and maintain lending quality.
• Make informed credit recommendations for personal lending transactions, adhering to sound banking principles.
• Become a vital member of a collaborative branch team, contributing to a positive customer experience.
• Deepen customer relationships by integrating marketing promotions into your conversations.
• Organize work processes to maintain accuracy and thoroughness in customer interactions.
• Take initiative to creatively enhance each customer's experience.
• Actively seek opportunities to improve the overall customer journey.
• Contribute to business goals and enrich the branch's customer service culture.
• Flexibly work across various branches and schedules to meet market demands.
• Adhere to all risk and compliance protocols to protect customer assets and privacy.
• Stay informed about the financial services landscape, legal requirements, and ethical standards of our industry.
• Maintain up-to-date knowledge of personal banking products and trends to enhance customer conversations.
• Identify and report any suspicious activities related to compliance regulations.
• Fulfill all legal and regulatory obligations relevant to your role.
• Handle complex tasks and escalate issues appropriately.
• Analyze challenges and outline actionable solutions.

Qualifications:

• 2-3 years of relevant experience; a post-secondary degree in a related field is preferred, or an equivalent combination of education and experience.
• Required registrations for selling investment products in Canada, and appropriate lending qualifications.
• Working knowledge of customer banking needs and retail investment products.
• Experience in a customer service or sales role, focused on providing personalized service.
• Strong digital literacy in social media, mobile tools, and online applications.
• A passion for customer service and a results-oriented mindset.
• Proactive, resourceful self-starter with confidence in approaching customers.
• Team-oriented with readiness to collaborate in different capacities.
• Excellent interpersonal skills for building rapport with customers.
• Aptitude for listening, problem-solving, and responding flexibly to challenges.
• Strong communication, organizational, collaboration, and analytical skills.

Salary: $41,714.00 - $65,000.00

Pay Type: Salaried

The salary range may vary based on location, skills, experience, education, and qualifications. It can also include commission structures where applicable. Full-time roles may be eligible for performance-based incentives, bonuses, and a comprehensive benefits package including health insurance and retirement plans.

About Us:

At BMO, our purpose is to Boldly Grow the Good in business and life. We are committed to creating meaningful change for our customers, communities, and employees by fostering innovation and collaboration. As a member of our team, you will be valued and supported with the resources you need to thrive in your career and contribute to our customers' success.

BMO is an equal employment opportunity employer that evaluates applicants without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a veteran, disability, or other protected characteristics. We also welcome individuals with criminal histories in accordance with applicable laws.