3 Jobs Found
Personal Banking Associate Part-time Job
Banking Medicine HatJob Details
Application Deadline:
03/29/2024
Address:
606 2nd St SE
Job Family Group:
Retail Banking Sales & Service
Part time work, 27 hours/week minimum. Candidates should be flexible to work within branch banking hour
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.
Personal Banking Associate
BMO CANADA
Medicine HatBanking Part-time
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Personal Banking Officer Full-time Job
Banking LethbridgeJob Details
Acting as a strategic partner to Account Managers to build, grow and maintain profitable, long-lasting, and genuine relationships with CWB clients. The Banking Officer will provide knowledge, courteous & efficient delivery of CWBs’ products & services (opening of accounts, sale of retirement and investment products, completion of personal lending account reviews, etc.) enhancing current client relationships by utilizing discovery questions to deliver a full-service solution.
Areas of focus
Customer Service. Sales. Financial knowledge sharing. Process & operations. Reporting
-
Applying your administrative expertise and testing your accuracy while initiating large volumes of personal banking products, handling document control and inputting data.
-
Proactively identifying and anticipating client needs to uncover opportunities to be crucial to their financial success.
-
Using customer insights to drive and guide your prioritization and handling of critical, timely documentation and report production.
-
Exercising your financial smarts – helping clients understand banking products in a way that promotes client engagement and true comprehension.
-
Learning and expanding your knowledge in a way that contributes to your branch’s success.
-
Spreading positive vibes and collaborating with a team you’re proud to be a part of.
Know-how & motivation
You’ve spent 3 years in a banking environment or have equivalent experience, have a strong understanding of banking products & services, and genuinely want to learn & grow your financial career.
Why work with us?
Your success is our obsession! And our award-winning culture & benefits back it up.
Proudly recognized by Great Place to Work® in 2024 as one of Canada’s top 50 Best Workplaces & member of Waterstone Human Capital’s Most Admired Corporate CulturesTM Hall of Fame.
Wellness matters. We offer an award-winning benefits package that includes:
• Generous company-funded health coverage
• Health care spending account
• A flexible wellness program
• generous time-away options to unplug, rest & recover
Career development. We commit to our employees’ development and help them reach their professional goals with:
• Organization wide coaching services
• Mentorship
• Education support & training programs
Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.
#LI-AL1
IND-AL
As an equitable employer, CWB Financial Group is committed to providing a safe and inclusive environment where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require accommodation during any part of the recruitment or selection process, please reach out.
Closing Date:
* Position closes at 12:01am on the close date identified below.
01/18/2025
Personal Banking Officer
CWB Financial Group
Lethbridge - 157.93kmBanking Full-time
Learn More
Personal Banking Officer Full-time Job
Banking LethbridgeJob Details
Everyday flexibility. Collaborative Connections
CWB is a bank built for business owners
Our core focus is to become the best full-service bank for business owners in Canada. How do we do this? By delivering a proactive client experience through highly personalized service, specialized expertise, and customized solutions. And we do all this with an unrivalled sense of urgency that our clients love about us
The opportunity
Acting as a strategic partner to Account Managers to build, grow and maintain profitable, long-lasting, and genuine relationships with CWB clients. The Banking Officer will provide knowledge, courteous & efficient delivery of CWBs’ products & services (opening of accounts, sale of retirement and investment products, completion of personal lending account reviews, etc.) enhancing current client relationships by utilizing discovery questions to deliver a full-service solution.
Areas of focus
Customer Service. Sales. Financial knowledge sharing. Process & operations. Reporting
-
Applying your administrative expertise and testing your accuracy while initiating large volumes of personal banking products, handling document control and inputting data.
-
Proactively identifying and anticipating client needs to uncover opportunities to be crucial to their financial success.
-
Using customer insights to drive and guide your prioritization and handling of critical, timely documentation and report production.
-
Exercising your financial smarts – helping clients understand banking products in a way that promotes client engagement and true comprehension.
-
Learning and expanding your knowledge in a way that contributes to your branch’s success.
-
Spreading positive vibes and collaborating with a team you’re proud to be a part of.
Know-how & motivation
You’ve spent 3 years in a banking environment or have equivalent experience, have a strong understanding of banking products & services, and genuinely want to learn & grow your financial career.
Why work with us?
Your success is our obsession! And our award-winning culture & benefits back it up.
Proudly recognized by Great Place to Work® in 2023 as one of Canada’s top 50 Best Workplaces & recipient of Waterstone Human Capital’s Most Admired Corporate Culture 2023.
Wellness matters. We offer an award-winning benefits package that includes:
- Hybrid work environments
- Everyday flexibility
- Generous company-funded health coverage
- Health care spending account
- A flexible wellness program
- generous time-away options to unplug, rest & recover
Career development. We commit to our employees’ development and help them reach their professional goals with:
- Organization wide coaching services
- Mentorship
- Education support & training programs
Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.
Closing Date:
* Position closes at 12:01am on the close date identified below.
06/24/2024
Personal Banking Officer
CWB Financial Group
Lethbridge - 157.93kmBanking Full-time
Learn More
