Associate Banker

Responsibilities

• Delivers exceptional service to BMO customers and prospects by identifying needs and providing advice regarding financial solutions.
• Collaborates with branch teams and BMO partners across channels to deliver a cohesive customer experience and achieve business objectives.
• Guides customers in the lobby, offering information on digital and self‑serve options to simplify banking.
• Meets transaction‑based needs with seamless execution and conducts client conversations regarding banking services.
• Engages customers in needs‑based discussions to identify opportunities for personal banking, investment advice, and credit card solutions.
• Supports operational activities such as inventory management, escalated service requests, processing applications, and filing.
• Probes for personal banking and credit card needs, integrating marketing promotions into conversations.
• Organizes work information for accuracy, maintains data integrity, and drives continuous improvement of the customer experience.
• Adheres to risk and compliance processes, safeguarding customer assets and privacy while complying with regulatory requirements.
• Analyzes issues, determines next steps, escalates when necessary, and collaborates with the branch and market team.

• Typically 1–2 years of relevant experience or an equivalent combination of education and experience.
• For Canada only:
  Registration to sell investment products completed or in progress (must be completed within 12 months).
• Proficiency with social media, tablets, smartphones, and online tools.
• Experience in consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions.
• Strong interpersonal skills, ability to build rapport, and excellent listening and problem‑solving abilities.
• Good verbal and written communication skills, organization, collaboration, and analytical skills.
• Resourceful self‑starter with confidence to approach customers and collaborate in a team environment.

• Salary range: $41,714.00 – $50,000.00 (Salaried position).
• Commission structure may apply; commissions are based on first‑year target.
• Health, dental and accident insurance.
• Tuition reimbursement program.
• Accident and life insurance.
• Registered retirement savings plans.

BMO is proud to be 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, sexual stereotypes, 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.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to  and let us know the nature of your request and your contact information.