Location
richmond
Job Type
Full-time
Posted
June 01, 2026
Job Description
Enhance customer journeys with BMO as a Personal Banking Associate. Guide clients in navigating banking services and digital tools while building lasting relationships.
In this role, you will collaborate with BMO partners and lead client conversations about personal banking services. Use your expertise to deliver personalized investment advice and recommend alternative banking channels. Your focus will be on meeting customer needs and contributing to branch results while ensuring operational efficiency in your work.
Key Responsibilities:
• Identify referral opportunities to grow customer relationships
• Welcome and guide customers in the branch lobby
• Conduct client conversations about banking services
• Support operational activities and inventory management
• Analyze issues to provide effective solutions
Requirements:
• 1-2 years of relevant experience or related certification
• Strong social media and online tool proficiency
• Experience in consulta...
In this role, you will collaborate with BMO partners and lead client conversations about personal banking services. Use your expertise to deliver personalized investment advice and recommend alternative banking channels. Your focus will be on meeting customer needs and contributing to branch results while ensuring operational efficiency in your work.
Key Responsibilities:
• Identify referral opportunities to grow customer relationships
• Welcome and guide customers in the branch lobby
• Conduct client conversations about banking services
• Support operational activities and inventory management
• Analyze issues to provide effective solutions
Requirements:
• 1-2 years of relevant experience or related certification
• Strong social media and online tool proficiency
• Experience in consulta...