Personal Banking Associate, Winter 2027 (Co-op/Internship), Saint-Georges-de-Beauce - 4 months
Core
Deliver exceptional service to BMO customers by identifying needs and providing advice on financial solutions, including personal banking, credit cards, and investment products.
Role type
Retail Banking Associate (Co-op/Internship)
Builds
Customer relationships and branch business results
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
consultative customer service, sales, needs-based conversation, risk and compliance adherence, regulatory knowledge, product knowledge integration, problem solving, organization
Preferred skills
social media and digital tools proficiency, basic specialized sales knowledge, creative approaches to customer experience
Responsibilities
Welcome and guide customers in the branch lobby, conduct client conversations to recommend banking channels and products, meet transaction-based needs, review customer profiles to identify opportunities, support operational activities, identify and report suspicious activity, follow risk management frameworks
Seniority
Entry-level / Co-op
