Associate Banker

Responsibilities

• Deliver exceptional service to customers and prospects by identifying their financial needs and providing appropriate advice and guidance.
• Act as a lobby leader, welcoming customers and guiding them toward digital and self-serve banking options.
• Conduct needs-based conversations to recommend personal banking products, credit cards, and investment solutions.
• Collaborate with BMO partners to identify referral opportunities and grow customer relationships.
• Support branch operational activities, including inventory management, customer applications, and opening/closing procedures.
• Ensure compliance with all risk, legal, and regulatory policies to safeguard customer assets and privacy.

Requirements

• 1–2 years of relevant experience in a retail or financial services environment.
• Experience in consultative customer service or sales roles.
• Proficiency with digital tools, including tablets, smartphones, and online banking applications.
• Strong interpersonal skills with the ability to build rapport and connections with customers.
• Analytical and problem-solving skills to address customer challenges and determine next steps.
• Excellent verbal and written communication skills.

Benefits

• Competitive salary and potential for performance-based incentives.
• Comprehensive total compensation package.
• Access to health insurance, tuition reimbursement, and retirement savings plans.
• Opportunities for professional development, in-depth training, and coaching.

About the Company

BMO is a leading North American bank driven by a single purpose: to Boldly Grow the Good in business and life. With over 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally.