Associate Banker

Final date to receive applications: 07/30/2026
Address: 633 N 6th St.

Retail Banking Sales & Service – Deliver exceptional service to BMO customers and prospects. Identify customer needs and provide advice and guidance regarding financial solutions that are in the best interests of customers. Collaborate within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.

• Welcome and guide customers as they walk into the branch lobby, offering advice and guidance on available digital and self‑serve options.
• Assist in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meet customer transaction‑based needs with seamless execution.
• Review customer profiles and engage customers in a needs‑based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contribute to meeting branch business results and the customer experience.
• Support operational activities (e.g., inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Act as a key member of a collaborative and versatile branch and market team.
• Probe to understand customer personal banking and credit card needs and integrate marketing promotions and programs into customer conversations.
• Organize work information to ensure accuracy and completeness.
• Take initiative to find creative approaches that make each customer’s experience feel personal.
• Look for ways to contribute to the ongoing improvement of the overall customer experience.
• Follow risk and compliance processes and policies to safeguard customers’ assets, maintain privacy, and act in their best interests.
• Keep current with the wider financial services marketplace, legal and regulatory environment, and uphold ethical requirements.
• Identify and report suspicious patterns of activity related to money laundering.
• Comply with legal and regulatory requirements for the jurisdiction and protect the bank’s assets.
• Complete complex and diverse tasks within given rules and limits; analyze issues, determine next steps, and escale as required.
• Take measured risks while protecting the bank by applying the Risk Management Framework in the execution of your role.
• May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.

• Typically 1–2 years of relevant experience or certification in a related field, or an equivalent combination of education and experience.
• Canada only:
  Registration to sell investment products completed or in progress (must be completed within 12 months), as appropriate for the jurisdiction.
• Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
• Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• A focus on results and the ability to thrive in a consultative sales and team‑based environment.
• Resourceful self‑starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Basic specialized knowledge.
• Verbal and written communication skills – Good.
• Organization skills – Good.
• Collaboration and team skills – Good.
• Analytical and problem‑solving skills – Good.

Salary: $41,714.00 – $49,000.00 (Salaried). The above represents BMO Financial Group’s pay range and type. Salaries may vary based on location, skills, experience, education, and qualifications for the role, and may include a commission structure.…