Associate Banker

Responsibilities

• Deliver exceptional service to BMO customers and prospects, identifying their needs and providing guidance on financial solutions.
• Collaborate within the branch and with BMO partners to deliver a seamless customer experience and achieve business objectives.
• Lead lobby conversations, recommending alternative banking channels and offering personal banking and investment advice.
• Meet transaction‑based customer needs with flawless execution and review customer profiles to identify opportunities for banking products and credit cards.
• Support operational activities such as inventory management, escalated service requests, and the filing, opening, and closing of accounts.
• Incorporate marketing promotions and programs into conversations to provide strategic advice and grow customer relationships.
• Consult on personal banking and credit card opportunities, integrate knowledge of current products, practices, and trends.
• Report suspicious activity that could indicate money laundering and comply with all legal, regulatory, and ethical requirements.
• Adhere to risk and compliance processes, applying the Risk Management Framework to protect the bank’s assets and uphold the bank’s risk culture.

• 1–2 years of relevant experience in a customer‑service or sales role, or an equivalent combination of education and experience.
• For Canadian candidates: registration to sell investment products completed or in progress (within 12 months).
• Proficiency with social media, tablets, smartphones, and online tools.
• Strong consultative sales skills and a drive to deliver a personal customer experience.
• Excellent interpersonal, listening, problem‑solving, and communication skills.
• Good organizational, collaborative, analytical, and written communication abilities.
• Self‑starter with confidence to approach customers and thrive in a team‑based environment.

Salary range: $41,714.00 – $50,500.00 (salaried). Compensation may include performance‑based incentives, discretionary bonuses, and other perks and rewards that vary by location and qualifications.

The role includes health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Additional benefits details are available upon request.

BMO is an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state, and local law.

Reasonable accommodations are provided for individuals with disabilities.