Associate Client Delivery Lead owning client delivery for AI and automation projects. Guiding cross - functional teams at a Canadian technology consulting firm serving healthcare, fintech, and insurance clients.
About the role
- Personal Banking Associate serving BMO customers in Quebec branches. Advising on personal banking, credit cards, investments, digital channels, and referrals while protecting customer assets.
Responsibilities
- Deliver exceptional service to BMO customers and prospects
- Identify customer needs and provide advice on financial solutions
- Collaborate with branch and BMO partners to deliver customer experience and business objectives
- Identify referral opportunities to grow customer relationships beyond personal banking
- Welcome and guide customers in the branch lobby
- Advise customers on digital and self-serve banking options
- Conduct conversations about banking services and recommend alternative channels
- Provide personal banking and investment advice
- Meet transaction-based customer needs
- Review customer profiles and identify everyday banking and credit card opportunities
- Support branch business results and customer experience
- Manage operational activities including inventory, escalated service requests, application follow-up, filing, and opening/closing activities
- Integrate marketing promotions and programs into customer conversations
- Organize work information for accuracy and completeness
- Contribute to ongoing customer-experience improvements
- Work at multiple branches or through various channels based on market needs
- Follow risk and compliance processes and policies
- Maintain knowledge of financial-services markets, legal and regulatory environments, and personal banking products
- Identify and report suspicious activity related to money laundering
- Protect the Bank's assets and comply with applicable legal, regulatory, and ethical requirements
- Analyze issues, determine next steps, and escalate as required
- Apply BMO’s Risk Management Framework and make risk-informed decisions
Requirements
- Typically 1–2 years of relevant experience
- Certification in a related field of study desirable, or equivalent combination of education and experience
- Registration to sell investment products completed or in progress in Canada, to be completed within 12 months as appropriate for the jurisdiction
- Confident and experienced using social media, tablets, smartphones, online tools, and applications
- Experience in consultative customer service or sales roles
- Basic knowledge of specialized sales and business banking solutions
- Commitment to helping customers and delivering a personal customer experience
- Ability to focus on results and thrive in a consultative sales and team-based environment
- Resourceful self-starter with confidence to approach customers
- Readiness to collaborate and work in different team capacities
- Strong interpersonal skills and ability to build rapport with customers
- Ability to listen, solve problems, and respond flexibly and creatively to challenges
- Basic specialized knowledge
- Good verbal and written communication skills
- Good organization skills
- Good collaboration and team skills
- Good analytical and problem-solving skills
- Ability to complete complex and diverse tasks within rules and limits
- Ability to follow legal and regulatory requirements and risk-management policies
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Performance-based incentives
- Discretionary bonuses
- Other perks and rewards
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Tools and resources to reach new milestones
- Accommodations available on request during the selection process
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Degree requirement
No Education Requirement
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