Associate Banker

Responsibilities

• Deliver exceptional service to customers and prospects by identifying needs and providing advice on financial solutions.
• Act as a lobby leader to welcome customers and guide them through digital and self-serve banking options.
• Conduct needs-based conversations to recommend personal banking products, credit cards, and investment advice.
• 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.
• Maintain up-to-date knowledge of personal banking products, market trends, and the regulatory environment.

Requirements

• 1-2 years of relevant experience in a customer-facing role or a related field of study.
• Experience in consultative sales or customer service roles with a focus on delivering personalized experiences.
• Proficiency with digital tools, including smartphones, tablets, and online banking applications.
• Strong interpersonal and communication skills to build rapport with diverse customers.
• Proven problem-solving aptitude and the ability to respond flexibly to new challenges.
• Ability to work collaboratively within a team-based environment.

Benefits

• Competitive salary ranging from $41,714.00 to $50,500.00.
• Comprehensive health insurance.
• Tuition reimbursement programs.
• Accident and life insurance.
• Retirement savings plans.
• Performance-based incentives and discretionary bonuses.

About the Company

BMO is a leading North American bank driven by a single purpose: to Boldly Grow the Good in business and life. Serving more than 12 million customers, we provide personal and commercial banking, wealth management, and investment services. We are committed to creating lasting, positive change for our customers, our communities, and our people through innovation and excellence.