Personal Banking Associate (Future opportunities) - Montreal East (full-time)
Core
Frontline banking associate guiding customers to appropriate staff for financial queries, new accounts, and banking solutions while performing service transactions and digital education.
Role type
Personal Banking Associate (Frontline IC)
Builds
Customer relationships and branch operational efficiency
Domain
Personal & Commercial Banking
Deliverable
client delivery
Required skills
customer service, banking solutions knowledge, MS Office proficiency, digital banking education, problem resolution, time management, communication
Preferred skills
post-secondary degree, investment funds knowledge
Technologies
branch software, MS Office (Word, Excel, Outlook), internet banking platforms
Responsibilities
Engage customers in day-to-day advice needs and service transactions; guide customers to the right contact person for solutions; educate customers on mobile, ATM, and online banking; support frontline staff with cash and non-cash transactions; recommend improvements to branch operations; ensure accurate documentation and compliance with regulations.
Seniority
Entry-level to Junior, hands-on IC