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Associate Banker

Job in Santa Barbara, Santa Barbara County, California, 93190, USA
Listing for: Bank of Montreal
Part Time position
Listed on 2026-07-16
Job specializations:
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 41714 - 50500 USD Yearly USD 41714.00 50500.00 YEAR
Job Description & How to Apply Below

Position Overview

Final date to receive applications: 07/24/2026
Address: 3780 State St.

Role:
Retail Banking Sales & Service - Part‑time (20 hours per week). Flexible availability is required to accommodate various shifts each week, including Monday‑Friday and Saturday morning business hours.

Responsibilities
  • Deliver exceptional service to BMO customers and prospects.
  • Identify customer needs and provide advice and guidance on financial solutions that best serve customers.
  • Work collaboratively within the branch and across BMO partners to achieve business objectives and deliver a superior customer experience.
  • Engage customers in needs‑based conversations to uncover opportunities and address everyday banking and credit card needs.
  • Support operational activities such as inventory management, escalated service requests, follow‑up on customer applications, filing, opening, and closing procedures.
  • Maintain compliance with risk and regulatory processes and policies while safeguarding customer assets and privacy.
  • Integrate marketing promotions and programs into customer conversations to provide strategic advice.
  • Contribute to ongoing improvement of the overall customer experience.
Qualifications
  • Typically 1–2 years of relevant experience or an equivalent combination of education and experience.
  • Canada only:
    Registration to sell investment products must be completed or in progress within 12 months (as appropriate).
  • Proficient use of social media, tablets, smartphones, and online tools.
  • Some experience in consultative customer service or sales roles.
  • Basic knowledge of personal banking products and specialized business banking solutions.
  • Strong interpersonal, communication (verbal & written), organizational, collaborative, analytical, and problem‑solving skills.
  • Drive to deliver a personal customer experience and a focus on results in a consultative, team‑based environment.
  • Resourceful self‑starter with confidence to approach customers and collaborate in a team setting.
Compensation & Benefits

Salary: $41,714.00 – $50,500.00 (Salaried). Salaries vary by location, skills, experience, education, and qualifications. Part‑time salaries are pro‑rated based on hours regularly worked. Commission roles may include a commission structure on top of base salary.

BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans as part of the total compensation package.

Equal Employment Opportunity

BMO is a proud 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, and provide 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.

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Position Requirements
10+ Years work experience
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