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Personal Banking Associate

Company: Bank of Montreal

Location: manchester, London

Posted: June 15, 2026

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Position Details

Application Deadline: 07/09/2026

Address: 1535 Highway 7A

Responsibilities

  • Deliver exceptional service to BMO customers and prospects by identifying their needs and providing advice and guidance regarding financial solutions that are in their best interests.
  • Collaborate within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.
  • Identify referral opportunities that grow the customer’s relationship with BMO beyond personal banking.
  • Welcome and guide customers as they enter the branch lobby, offer advice on available digital and self‑serve options, and recommend alternative banking channels.
  • Conduct client conversations about banking services to recommend alternative channels and provide personal banking and investment advice.
  • Meet customer transaction‑based needs with seamless execution.
  • Review customer profiles and engage in needs‑based...