Overview
Personal Banking Associate Jobs in Montreal, Canada at BMO Financial Group
Title: Personal Banking Associate
Company: BMO Financial Group
Location: Montreal, Canada
Category:
Location: Montreal
Final date to receive applications:
04/09/2026
Address:
119 rue St-Jacques ouest
Job Family Group:
Retail Banking Sales & Service
Build your future with a career that grows with you.
If you are a recent or upcoming graduate eager to make a meaningful impact from day one, our Personal Banking Associate opportunities across downtown Montreal offer an exceptional path to grow your skills, build trusted client relationships, and be part of a team that truly invests in your success. At BMO, you’ll get hands-on training, real mentorship, and the chance to help our customers achieve their goals-while shaping a rewarding career of your own.
Bâtissez votre avenir avec une carrière qui évolue avec vous.
BMO recherche des diplômés motivés pour se joindre à l’équipe à titre de Conseiller(ère) à la clientèle dans la région du Centre-ville de Montréal . Si vous souhaitez lancer votre carrière dans les services financiers, ce rôle vous offre un apprentissage concret, des interactions clients significatives et un environnement de travail où votre développement est une priorité. Joignez‑vous à une équipe qui vous donne les moyens d’établir des relations de confiance, de répondre aux besoins financiers réels des clients et de bâtir une carrière enrichissante dès le premier jour.
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer’s experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank’s assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within…