Personal Banking Associate

2 weeks ago


Whitby, North Yorkshire, United Kingdom Bank of Montreal Full time
Job Summary: Personal Banking Associate

The Bank of Montreal is seeking a highly skilled and customer-focused Personal Banking Associate to join our team. As a key member of our branch, you will play a vital role in delivering exceptional customer service and meeting business objectives.

Estimated Salary: $55,000 - $75,000 per year (based on location and experience)

In this exciting role, you will be responsible for welcoming and guiding customers as they enter the branch lobby, offering advice and guidance on available digital and self-serve options, and collaborating with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. You will also engage customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.

To succeed in this position, you should have excellent communication and interpersonal skills, as well as a strong understanding of personal banking products and services. Previous experience in a similar role would be an asset, but we are willing to train the right candidate. If you are passionate about delivering exceptional customer experiences and driving business growth, we encourage you to apply.

Key Responsibilities:
  • Welcome and guide customers as they enter the branch lobby.
  • Offer advice and guidance on available digital and self-serve options.
  • Collaborate with BMO partners to identify referral opportunities.
  • Engage customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.


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