Personal Banking Associate

Delivers exceptional service to BMO customers and prospects by identifying their needs and providing advice and guidance regarding financial solutions that best serve their interests. Collaborates with branch partners and other teams, manages operational activities, and leverages digital tools to enhance the customer experience. Acts as a key member of a flexible, branch‑based team, contributing to business results while upholding risk and compliance standards.

Responsibilities

• Identify customer needs and recommend appropriate products, services, and marketing promotions.
• Lead lobby interactions, including greeting, advising on digital self‑serve options, and conducting client conversations about banking services.
• Provide personal banking and investment advice, recommend alternative banking channels, and guide customers toward suitable solutions.
• Execute customer transactions accurately and efficiently.
• Review customer prof...