Jobs
>
Kelowna

    Personal Banking Associate - Kelowna, BC, Canada - BMO

    BMO
    BMO Kelowna, BC, Canada

    1 week ago

    BMO background
    Description

    Application Deadline:

    04/27/2024 Address:
    294 Bernard Avenue Job Family Group: Retail Banking Sales & Service 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 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 branch customer experience.
    • Contributes to business results and the overall experience delivered in the branch.
    • May work at multiple branches 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. 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.
    Compensation and Benefits: $35, $52,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: We're here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at . BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #J-18808-Ljbffr
  • BMO

    Personal Banking Associate

    3 days ago

    BMO Kelowna, Canada

    Application Deadline: · 04/27/2024 · Address: · 294 Bernard Avenue · Job Family Group: · Retail Banking Sales & Service · Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that a ...

  • BMO

    Personal Banking Associate

    1 week ago

    BMO Kelowna, Canada Full time

    Application Deadline: · 05/11/2024Address: · 294 Bernard AvenueJob Family Group: · Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the b ...

  • BMO

    Personal Banking Associate

    4 days ago

    BMO West Kelowna, Canada Full time

    Application Deadline: · 05/25/2024 Address: · 3640 Gosset Road, #101 Job Family Group: · Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are i ...

  • BMO

    Personal Banking Associate

    1 week ago

    BMO Westbank, BC, Canada

    Application Deadline: · 05/25/2024 Address: · 3640 Gosset Road, #101 Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are i ...

  • Scotiabank

    Customer Experience Associate

    6 days ago

    Scotiabank Kelowna, Canada

    **Requisition ID**: 189155 · **Employee Referral Program - Potential Reward**: $1,000.00 · We are committed to investing in our employees and helping you continue your career at Scotiabank. · **About the role**: · As a Customer Experience Associate, you are the face, character an ...

  • Scotiabank

    Investment Specialist Associate

    2 days ago

    Scotiabank Kelowna, Canada

    Requisition ID: 152157 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Inv ...

  • Scotiabank

    Investment Specialist Associate

    6 days ago

    Scotiabank Kelowna, Canada

    Requisition ID: 167641 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Inv ...

  • Scotiabank

    Investment Specialist Associate

    1 week ago

    Scotiabank Kelowna, Canada

    Requisition ID: 152158 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Inv ...

  • Walmart Canada

    Seasonal Associate

    1 week ago

    Walmart Canada Kelowna, Canada

    **Position Summary... **:To provide exceptional customer service and assist in salesfloor operations in order to ensure a positive shopping experience and drive customer loyalty. · **What you'll do...**: · 1. Greets all customers in a polite and friendly manner. · 2. Assists cust ...

  • Walmart Canada

    Consumables Associate

    6 days ago

    Walmart Canada Kelowna, Canada

    **Position Summary... **:Working as a Consumables Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Consumables Associate is a customer service champion that contributes to the high-volume, fast-paced flow of merchandise from the backro ...

  • TD Bank

    District Leader

    1 week ago

    TD Bank Kelowna, Canada

    406090BR · Retail Banking - Customer Service · Kelowna, BC · April 12, 2023 · Company Overview · Department Overview · At TD Canada Trust, Branch Banking is the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers. By understanding the n ...

  • Scotiabank

    Scotiamcleod Branch Operations Assistant

    1 week ago

    Scotiabank Kelowna, Canada

    Requisition ID: 173461 · As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecti ...

  • FortisBC

    Financial Accounting Clerk 4

    1 week ago

    FortisBC Kelowna, Canada

    **Affiliation**: MoveUP · **Employment Status**: Full-Time Regular · **Salary**: $2,531.00 · **Temp Duration**: · **Workplace Flexibility**: No · **Posting End Date**: Open Until Filled · We're a Canadian-owned and BC-based energy company taking steps toward a lower-carbon energy ...

  • FortisBC

    Financial Accounting Clerk 4

    6 days ago

    FortisBC Kelowna, Canada

    **Affiliation**: MoveUP · **Employment Status**: Full-Time Regular · **Salary**: $2,531.00 Bi-Weekly · **Workplace Flexibility**: No · **Posting End Date**: Open Until Filled · We're a Canadian-owned and BC-based energy company taking steps toward a lower-carbon energy future by ...

  • Walmart

    Regulated Pharmacy Technician

    1 week ago

    Walmart Kelowna, Canada

    **In addition to base salary, Walmart total compensation may also include bonus incentives, stock options, and more.** · **Position Summary...** · The regulated pharmacy technician as a health care professional supports the role of the pharmacist through the safe and efficient ma ...

  • Hertz

    Car Wash Attendant

    1 week ago

    Hertz Kelowna, Canada

    The Hertz Corporation operates the Hertz, Dollar Car Rental, Thrifty Car Rental brands in approximately 9,700 corporate and franchisee locations throughout North America, Europe, The Caribbean, Latin America, Africa, the Middle East, Asia, Australia and New Zealand. The Hertz Cor ...

  • NCR

    Field Service Technician Ii

    1 week ago

    NCR Kelowna, Canada

    **Field Service Technician II - Kelowna, BC** · **About NCR**: · NCR Corporation (NYSE: NCR) is a leader in transforming, connecting and running technology platforms for self-directed banking, stores and restaurants. NCR is headquartered in Atlanta, Ga., with 38,000 employees glo ...

  • GNC

    Gnc Sales Associate

    4 days ago

    GNC Kelowna, Canada

    ***: · The sales associate is the first point of contact for all customers and a product expert. This position is responsible for working in a GNC store when scheduled. The incumbent will train to understand GNC products and policies to sell merchandise and interact with customer ...

  • Royal Bank of Canada

    Associate

    2 days ago

    Royal Bank of Canada Kelowna, Canada

    **Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...

  • Scotiabank

    Customer Experience Associate

    6 days ago

    Scotiabank Vernon, Canada

    Requisition ID: 174055 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put ou ...