Personal Banking Associate - Grade 3
Parksville, British Columbia, Canada
13d ago


You have a passion for helping others. As a Personal Banking Associate, you will focus on developing connections with customers in a personal & consultative way.

You will help meet the customer’s financial needs by supporting both transaction based and advice based conversations on everyday banking and investment needs.

As a digital leader, you will help our customers learn about our digital solutions to make their banking faster, easier, and more personal.

You will refer customers to the right partner to build new and grow existing customer relationships.

What will you do?

Be a key member of a collaborative and versatile branch & market team

Welcome warmly & guide our customers as they walk into the branch lobby, offer advice and guidance on the digital and self-

serve options available with the goal of making it easy, simple and fast to bank with BMO

Proactively engage with our customers and provide advice based on an understand of their financial needs, focused on everyday banking, digital solutions and investment needs

Meet customer’s transaction-based needs with seamless execution

Take the initiative and find creative approaches to make each customer’s experience feel personal

Collaborate with your BMO partners and identify referral opportunities to further grow the customer’s relationship with BMO beyond personal banking

Keep current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to upholding the highest ethical requirements of our industry

Follow through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch

What we’re looking for

Passionate commitment to helping our customers

Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience

A focus on results and the ability to thrive in a consultative sales and team-based environment

Resourceful self-starter with courage and confidence to approach customers

Basic knowledge of specialized sales and business banking solutions to refer to specialists

Skilled at personal account opening and Customer Welcome Offers

Digitally-savvy and able to identify banking alternatives for our customers

Readiness to collaborate and work in different capacities as part of a team

Strong interpersonal skills, including the ability to build rapport and connections with customers

An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges


Spends 50% of time on conversations and requests related to banking services, including handling transactions and supporting customers who walk into the branch.

Spends 50% of time on advice-based conversations with customers


  • Projects a professional presence; proactively engages customers in complete conversations about their personal banking needs;
  • listens actively to understand customer needs, clearly explains potential solutions and their benefit to the customer

    Learns quickly and is motivated to apply new knowledge

    Is collaborative, enjoys helping others and being part of a team

    Identifies opportunities for referrals and makes smooth hand offs to partners in BMO FG


    Undergraduate degree and / or equivalent work experience

    Progressively gains knowledge of financial solutions, BMO’s products, processes and systems, and BMO FG

    Completion of internal BMO training program, including customer experience and conversation training

    Digital Leadership

    Confident and at ease in the use of social media, tablets, Smart phones, online tools, and applications

    Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits


    Registered Investment Sales Representative (RISR) designation, Mutual Funds Essentials completed or working towards it (must be complete within 12 months)

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