Personal Banking Associate, Winter 2027 (Co-op/Internship), Victoriaville - 4 months
Core
Deliver exceptional service to BMO customers by identifying needs and providing advice on financial solutions, digital options, and investment products within a branch setting.
Role type
Retail Banking Associate (Co-op/Internship)
Builds
Customer relationships and branch business results
Domain
Retail Banking / Personal Finance
Deliverable
client delivery
Required skills
consultative sales, customer service, risk and compliance adherence, regulatory knowledge, product knowledge integration, problem solving, organization
Preferred skills
social media proficiency, tablet/smartphone usage, basic specialized sales knowledge, initiative, creativity
Technologies
tablets, smartphones, online banking tools
Responsibilities
Welcome and guide customers in the lobby, conduct needs-based conversations to recommend banking channels and products, execute transaction-based needs, support operational activities like inventory and filing, identify and report suspicious activity related to money laundering, follow risk management frameworks and policies.
Seniority
Entry-level / Internship (0-2 years experience)
