Associate Banker

Job Summary

This part‑time position (30 hrs per week) at 758 Tucker Rd delivers exceptional service to BMO customers and prospects. The role involves identifying customer needs, providing advice on financial solutions, collaborating with branch and BMO partners, and delivering a seamless customer experience.

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and provide advice on personal and investment banking solutions.
• Collaborate with branch staff and BMO partners to achieve business objectives.
• Identify referral opportunities to grow customer relationships beyond personal banking.
• Welcome and guide customers, recommend digital and self‑serve options for convenience.
• Conduct client conversations to recommend banking channels and provide personal banking and investment advice.
• Meet transaction‑based needs with seamless execution.
• Review customer profiles and engage in needs‑based conversations to identify opportunities.
• Contribute to branch business results and improve overall customer experience.
• Support operational activities such as inventory management, escalated service requests, and application processes.
• Integrate marketing promotions and programs into customer conversations.
• Organise work information for accuracy and completeness.
• Explore creative approaches to personalize each customer’s experience.
• Follow risk and compliance processes and maintain regulatory, legal, and ethical standards.
• Maintain current knowledge of personal banking products and industry trends.
• Identify and report suspicious activity related to money‑laundering concerns.

• 1–2 years of relevant experience or an equivalent combination of education and experience.
• Registration to sell investment products completed or in progress (must be completed within 12 months) where applicable.
• Proficiency with social media, tablets, smartphones, and online tools.
• Experience in consultative customer service or sales with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions.
• Passionate commitment to helping customers and a focus on results.
• Self‑starter with confidence to approach customers.
• Strong interpersonal, listening, problem‑solving, and creative response skills.
• Good verbal and written communication skills.
• Good organizational and teamwork skills.
• Good analytical and problem‑solving skills.

Salary range: $41,714.00 – $50,500.00 (salaried). Salaries are prorated for part‑time roles and may include commission and performance incentives. Benefits include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

June 21, 2026

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, 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 we provide reasonable accommodations to individuals with disabilities.