Associate Banker

Please note this opening is for a part-time (20 hours) 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.

Delivers 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 through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.

• Collaborates with BMO partners to identify referral opportunities that 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 banking easy, simple, and fast.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative 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 and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities such as 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 into 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.
• 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 week to week in terms of days, hours, and shifts.
• Follows risk and compliance processes and policies to ensure safeguarding customers’ assets, maintaining privacy, and acting in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and upholds the highest ethical standards.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into conversations.
• Identifies and reports suspicious patterns that may 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 and diverse tasks within given rules and limits.
• Analyzes issues and determines next steps; escalates as required.
• May be assigned broader work or accountabilities as needed.
• Take measured risks while protecting the bank by applying the Risk Management Framework and aligning to business strategy.

• Typically 1–2 years of relevant experience and/or a certification in a related field, 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) as appropriate for the jurisdiction.
• Confident and experienced in using 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…