Personal Banking Associate
At a glance
Highlights
- Onsite branch role
- Training and mentorship provided
- Performance-based incentives
Heads up
- Variable work schedule
- Commission-based earnings
Why this role might suit you
Ideal for recent graduates seeking a client‑facing banking career, offering structured training, mentorship, and opportunities to develop sales and relationship‑building skills within a supportive branch environment.
Skills
About the role
Application Deadline:
06/04/2026
Address: 3225 St-Martin Ouest Blvd
Job Family Group:
Retail Banking Sales & Service
Build your future with a career that grows with you. If you are a recent or upcoming graduate eager to make a meaningful impact from day one, our Personal Banking Associate opportunities across Laval and Montreal North offer an exceptional path to grow your skills, build trusted client relationships, and be part of a team that truly invests in your success. At BMO, you'll get hands-on training, real mentorship, and the chance to help our customers achieve their goals—while shaping a rewarding career of your own.
Bâtissez votre avenir avec une carrière qui évolue avec vous. BMO recherche des diplômés motivés pour se joindre à l’équipe à titre de Conseiller(ère) à la clientèle dans la région de Montréal Nord et Laval. Si vous souhaitez lancer votre carrière dans les services financiers, ce rôle vous offre un apprentissage concret, des interactions clients significatives et un environnement de travail où votre développement est une priorité. Joignez‑vous à une équipe qui vous donne les moyens d’établir des relations de confiance, de répondre aux besoins financiers réels des clients et de bâtir une carrière enrichissante dès le premier jour.
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.
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
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 details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
Compensation
This Sales role pays $36k-$55k/yr. Within typical range for sales roles in Canada.
Questions about this role
How do I apply to this Personal Banking Associate role at bmo?
Click "Apply with AI Applyd" above. We auto-fill the application from your resume and answer screening questions in seconds. No copy and paste, no juggling tabs.
What's the typical salary for Sales in Canada?
Compensation for Sales roles in Canada varies widely by seniority, employer size, and remote vs onsite arrangement. Check the salary range on this listing when published, or browse our Sales hub for Canada medians across recent openings.
How fast does AI Applyd auto-apply?
Most applications complete in under 90 seconds. You can track the status in your dashboard and watch the screenshot proof land the moment the application submits.
What ATS does bmo use?
AI Applyd supports Greenhouse, Lever, Ashby, Workday, iCIMS, SmartRecruiters, LinkedIn Easy Apply, and most other ATS platforms. If we can submit through the platform, we do.
Want AI Applyd to auto-apply to roles like this?
We tailor your resume per posting, fill the forms, and track replies for you.