About Company
At BMO, we are more than just a bank – we are partners in our customers’ financial journeys. As one of Canada’s oldest and largest banks, BMO is committed to helping our customers make real financial progress. We pride ourselves on fostering a culture of innovation, integrity, and exceptional customer service. Our branch in Roncesvalles is a vibrant hub dedicated to serving the diverse needs of our local community, building lasting relationships, and ensuring every customer experience is seamless and supportive. Join a team where your contributions are valued, and your career growth is prioritized.
Job Description
Are you a highly motivated, customer-focused individual eager to kickstart your career in the dynamic banking industry? BMO Bank of Montreal in Roncesvalles is seeking an enthusiastic Client Onboarding Trainee to join our dedicated branch team. This entry-level position is perfect for someone passionate about providing exceptional service and learning the foundational aspects of banking from the ground up. As a Client Onboarding Trainee, you will be the welcoming face of BMO for new customers, guiding them through their initial interactions and ensuring a smooth and positive start to their banking relationship. You’ll gain invaluable hands-on experience with account openings, product introductions, and client data management, all while upholding BMO’s high standards of compliance and customer care. This role is an excellent opportunity to develop essential skills, understand financial services, and build a rewarding career path within a supportive and professional environment. We are looking for someone who is proactive, detail-oriented, and genuinely enjoys helping people. If you’re ready to learn, grow, and contribute to a team that makes a real difference in our community, we encourage you to apply!
Key Responsibilities
- Warmly welcome and assist new clients visiting the Roncesvalles branch, ensuring a positive first impression.
- Guide clients through the account opening process, accurately collecting and inputting required information into banking systems.
- Educate new customers on basic BMO products and services, such as chequing/savings accounts, online banking registration, and mobile app functionalities.
- Verify client identification and documentation to ensure compliance with all regulatory requirements and internal bank policies.
- Maintain meticulous and confidential client records, ensuring data accuracy and privacy.
- Address initial client inquiries and direct complex issues to the appropriate team members or specialists.
- Collaborate effectively with branch colleagues to ensure a cohesive and efficient client experience.
- Actively participate in ongoing training and development programs to enhance banking knowledge and customer service skills.
- Assist with general administrative tasks to support branch operations as needed.
Required Skills
- Excellent verbal and written communication skills in English.
- Strong interpersonal skills with a friendly and approachable demeanor.
- Exceptional attention to detail and accuracy.
- A natural aptitude for problem-solving and critical thinking.
- Proficiency in basic computer applications (e.g., Microsoft Office Suite).
- Demonstrated customer service orientation and a desire to help others.
- Ability to work effectively both independently and as part of a collaborative team.
- High level of integrity and a commitment to maintaining confidentiality.
Preferred Qualifications
- High School Diploma or equivalent (post-secondary education in business or related field is an asset).
- Previous experience in a customer-facing role (e.g., retail, hospitality, call center).
- Familiarity with basic banking concepts or financial terminology.
- Fluency in a second language relevant to the Roncesvalles community (e.g., Polish, Portuguese, Italian).
Perks & Benefits
- Comprehensive health, dental, and vision benefits package.
- Generous paid time off and vacation policy.
- Extensive training and professional development programs to foster career growth.
- Opportunities for advancement within one of Canada's leading financial institutions.
- Employee assistance program for personal and professional support.
- Participation in our retirement savings and investment plans.
- Employee discounts on BMO banking products and services.
- A supportive and inclusive work environment committed to diversity.
How to Apply
Ready to launch your career in banking with a leading institution? We invite you to apply for this exciting entry-level opportunity. Click the application link below to submit your resume and cover letter. We look forward to reviewing your application and discovering how you can contribute to the BMO team!