Personal Banking Associate, Dollard-des-Ormeaux

Application Deadline: 04/25/2026

Address: 3761 boul des Sources

Job Family Group: Retail Banking Sales&Service

Have you graduated university or will you be graduating at the end of this semester? Are looking for your first full-time position? This is an opportunity to kickstart your career in Banking!

Must be available full-time (all year-round)

Be ready to complete your Investment Funds license!

Responsibilities 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 given rules/limits.

Analyzes issues and determines next steps; escalates as required.

Broader work or accountabilities may be assigned as needed.

Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications

Typically between 1– 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.

Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.

Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.

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

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

Passionate commitment to helping customers.

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.

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.

Basic specialized knowledge.

Verbal&written communication skills - Good.

Organization skills - Good.

Collaboration&team skills - Good.

Analytical and problem solving skills - Good.

Salary $36,000.00 - $54,500.00

Pay type: Salaried

We offer health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

We are committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates during the selection process.

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