Personal Banking Associate
Bank of Montreal • northeastern manitoulin and the islands, Canada
Role Description
Job Overview
Retail Banking Sales & Service Officer – Customer Experience and Operational Support.Location: 29 Water Street East.
Application Details
Application Deadline: 06/18/2026
Responsibilities
- Identify customer needs and provide advice and guidance on financial solutions that best serve their interests.
- Support customer requests for banking services, including handling transactions and inquiries.
- Welcome customers warmly and deliver seamless transactional service.
- Promote digital and self‑serve options to simplify banking.
- Review customer profiles, engage in needs‑based conversations, and identify opportunities for personal banking and credit card products.
- Escalate complex or unresolved issues to management as required.
- Contribute to branch business results and overall customer experience.
- Assist with operational activities: inventory management, service requests, ...