Associate Banker

Assume the role of a BMO Associate Banker delivering exceptional service to customers and prospects. The position is part‑time, requiring 20 hours of work per week.

• Collaborate with BMO partners to identify referral opportunities that grow the customer relationship beyond personal banking.
• Welcome and guide customers who enter the branch lobby, offering advice on available digital and self‑serve options to make banking easy, simple, and fast.
• Assist in conducting client conversations about banking services, recommending alternative channels and providing 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 opportunities and address everyday banking plans and credit‑card needs.
• Contribute to meeting branch business results and the customer experience.
• Support operational activities such as inventory management, escalated service requests, follow‑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, integrating marketing promotions and programs into conversations to provide strategic advice.
• Organize work information to ensure accuracy and completeness.
• Take initiative to find creative approaches that personalize each customer’s experience.
• Identify ways to contribute to the ongoing improvement of the overall customer experience.
• Contribute to business results and the overall experience delivered.
• 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.
• Follow through on risk and compliance processes and policies to protect customers’ assets, maintain privacy, and act in their best interest.
• Keep current with the wider financial‑services marketplace, the legal and regulatory environment, and the commitment to uphold the highest ethical requirements of the industry.
• Maintain current knowledge of personal‑banking products, practices, and trends and integrate them into customer conversations.
• Identify and report suspicious activity patterns that may relate to money laundering.
• Comply with legal and regulatory requirements for the jurisdiction.
• Protect the Bank’s assets in compliance with all regulatory, legal, and ethical requirements.
• Complete complex and diverse tasks within given rules and limits.
• Analyze issues and determine next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

• Typically between 1–2 years of relevant experience and/or certification in a related field of study desirable 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 with 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.
• Drive to deliver a personal customer experience.
• Focus on results and 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 building rapport and connections with customers.
• 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.

$41,714.00 – $50,000.00

Salaried

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Purpose:

Boldly Grow the Good in business and life. It calls on us to…