Personal Banking Associate

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    BMO

    10,001+ employeesFounded 1817Toronto, ONFinancial Services
    Actively hiringPaidWinter 2027Financial Services
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    About the role#

    As a Personal Banking Associate, you will serve as a primary point of contact for BMO customers. This internship role focuses on delivering financial advice, supporting daily branch operations, and helping customers navigate our banking solutions. You will work on-site in Magog, Quebec, for the Winter 2027 term.

    What you'll do#

    • Welcome customers in the branch and guide them through digital or self-serve banking options.
    • Conduct conversations to understand customer needs regarding credit cards and personal banking.
    • Provide advice on financial solutions and identify opportunities to refer customers to specialized partners.
    • Process customer transactions and support branch operations, including inventory management and filing.
    • Integrate marketing promotions into client interactions to provide strategic advice.
    • Follow risk and compliance policies to protect customer assets and report suspicious activity.
    • Collaborate with the branch team to meet business objectives and improve the customer experience.

    What you'll need#

    • Fluency in both French and English.
    • 1 to 2 years of relevant experience or a related certification.
    • Current registration to sell investment products, or progress toward this requirement.
    • Experience in consultative sales or customer service roles.
    • Proficiency with tablets, smartphones, social media, and online tools.
    • Strong interpersonal, communication, and organizational skills.
    • Ability to solve problems and work effectively within a team.
    • Pursuing or holding a degree in Business Administration, Finance, or Economics.

    Location & details#

    • Location: Magog, Quebec, Canada.
    • Term: Winter 2027 (4 months).
    • Modality: On-site.
    • Employment: Full-time, paid position.

    About BMO

    BMO is a financial services organization that provides personal banking, commercial banking, wealth management, capital markets, and asset management. Founded in 1817, the company operates as a public entity. It maintains a workforce of over 60,000 employees. The firm is headquartered in Toronto with additional office locations in Chicago.

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