Associate Banker at BMO Bank

About Connect to Work AZ:

Connect to Work AZ supports the unemployed and underemployed Arizonans by connecting them to quality jobs through our partnership with Skills for America's Future (Skills).

Across Arizona, people look for jobs and employers seek qualified talent. Often, they struggle to connect. But those connections are made when they use Connect to Work AZ, powered by Skills, a jobs‑first program through the Greater Phoenix Chamber Foundation. Now even more of our Arizona neighbors can get the connections and support they need to secure quality jobs.

By focusing on Arizona's ready‑to‑work talent, this program will connect the job seeker with local companies that are eager to hire. This inclusive hiring approach has been proven to be both efficient and effective at getting more unemployed and underemployed people into jobs.

About BMO Bank:

At BMO we are driven by a shared

Purpose:

Boldly Grow the Good in business and life. It calls on us to create lasting, positive changes for our customers, our communities, and our people. By working together, innovating, and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected, and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.

From in‑depth training and coaching to manager support and network‑building opportunities, we'll help you gain valuable experience and broaden your skillset.

To find out more visit us at

Job Description:

Associate Bankers deliver exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

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 to make 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 need‑based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and 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 the 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 branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches 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…