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Associate Banker

Job in Long Beach, Los Angeles County, California, 90899, USA
Listing for: BMO
Full Time position
Listed on 2026-06-27
Job specializations:
  • Finance & Banking
    Banking & Finance, Bank Customer Service, Retail Banking, Financial Sales
Salary/Wage Range or Industry Benchmark: 43100 - 58300 USD Yearly USD 43100.00 58300.00 YEAR
Job Description & How to Apply Below

Final date to receive applications: 05/01/2026

Address: 3891 N Lakewood Blvd

Job Family Group:
Retail Banking Sales & Service

Associate Banker

Role Overview

Join us in building something new. This Associate Banker role supports our DeNovo branch expansion, giving you the opportunity to be part of opening a new location and serving the community from day one. As an Associate Banker, you’ll be the first point of contact for clients: delivering friendly, accurate service while actively identifying opportunities to connect customers with the right products and services.

You’ll play an important role in supporting branch growth by engaging clients in meaningful conversations, promoting banking solutions, and representing the branch at community events and local outreach efforts. We’re looking for individuals who enjoy working with people and take pride in building trusting relationships within the community.

Please note this opening is for a part‑time (20 hour) per week position. The ideal candidate will have flexible availability to be assigned various shifts each week as needed to meet business requirements. Business hours are Monday‑Friday and Saturday morning.

Responsibilities
  • Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
  • Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self‑serve options with the goal of making it easy, simple, and fast to bank with BMO.
  • As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
  • Meets customer transaction‑based needs with seamless execution.
  • Reviews customer profiles and engages customers in a needs‑based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • Contributes to meeting branch business results and the customer experience.
  • Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
  • Acts as a key member of a collaborative and versatile branch and market team.
  • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Organizes work information to ensure accuracy and completeness.
  • Takes initiative to find creative approaches that make each customer’s experience feel personal.
  • Looks for ways to contribute to the ongoing improvement of the overall customer experience.
  • Contributes 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.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
  • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Complies with legal and regulatory requirements for the jurisdiction.
  • Protects the Bank's assets in compliance with all regulatory, legal and ethical requirements.
  • Completes complex & diverse tasks within given rules/limits.
  • Analyzes issues and determines next steps; escalates as required.
  • Broader work or accountabilities may be assigned as needed.
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk‑informed decisions that align to business strategy, protect assets, and adhere to applicable policy…
Position Requirements
10+ Years work experience
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