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Everyday Banking Associate Jobs in Quebec (NOW HIRING)

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 ...

Associate

Montreal, QC ยท On-site

As an Associate, you provide direct client and sales support to the Financial Planners to enable ... everyday banking solutions * Provide consistent support to client requests, act as a point of ...

Everyday Banking Associate information

What does an everyday banking associate do?

An Everyday Banking Associate assists customers with routine banking transactions such as deposits, withdrawals, account inquiries, and resolving basic issues. They provide information about banking products and services, help open new accounts, and ensure a positive customer experience. Associates may also handle cash, balance drawers, and follow security procedures to protect customer information. Their role requires good communication skills, attention to detail, and the ability to work efficiently in a fast-paced environment.

What are the key skills and qualifications needed to thrive as an everyday banking associate, and why are they important?

To thrive as an Everyday Banking Associate, you need a solid understanding of financial products, customer service principles, and basic math skills, often supported by a high school diploma or equivalent. Familiarity with banking software, point-of-sale systems, and security protocols is typically required. Strong communication, problem-solving, and attention to detail help associates build trust and effectively address customer needs. These skills are crucial for delivering efficient service, ensuring transaction accuracy, and maintaining customer satisfaction in a fast-paced banking environment.

What are some common challenges faced by everyday banking associates, and how can they be managed effectively?

Everyday Banking Associates often encounter challenges such as balancing a high volume of customer inquiries while maintaining accuracy and compliance with financial regulations. Handling complex customer issues or resolving transaction discrepancies can also be demanding. Effective time management, strong communication skills, and a thorough understanding of banking procedures are key to managing these challenges. Most organizations provide ongoing training and support from team leads to help associates navigate difficult situations and ensure consistent service quality.

What is the difference between Everyday Banking Associate vs Customer Service Representative?

AspectEveryday Banking AssociateCustomer Service Representative
CredentialsHigh school diploma or equivalent; some roles may prefer banking certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentBank branches, retail banking settingsCall centers, retail stores, or bank branches
Employer & Industry UsageFinancial institutions, retail bankingVarious industries including banking, retail, and telecom
Common Search & ComparisonYesYes

Both roles involve assisting customers with banking transactions and inquiries, but Everyday Banking Associates typically work directly in bank branches handling account services, while Customer Service Representatives may work in call centers or retail settings, providing broader customer support across industries.

What cities in Quebec are hiring for Everyday Banking Associate jobs?

Cities in Quebec with the most Everyday Banking Associate job openings:

Personal Banking Associate

Montreal, QC โ€ข On-site

BMO Capital Markets
1 - 5K employees

Full-time

Medical, Life, Retirement

Re-posted 3 days ago


Key responsibilities

  • Delivers exceptional service to BMO customers and prospects.

  • Identifies customer needs and provides advice and guidance regarding financial solutions.

  • Supports operational activities such as inventory management, customer application follow-up, and branch opening and closing activities.


Job description

Application Deadline:

09/10/2026

Address:

5651 avenue Verdun

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 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.
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

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 view more details of our benefits, please visit:https://jobs.bmo.com/global/en/Total-Rewards

About Us

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 https://jobs.bmo.com/ca/en.

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.