Associate Banker

Responsibilities

• Deliver exceptional service to customers and prospects by identifying financial needs and providing guidance on banking solutions.
• Act as a lobby leader, welcoming customers and offering advice on 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.

Requirements

• 1-2 years of relevant experience in banking, customer service, or a related field.
• Experience in a consultative customer service or sales role.
• Proficiency with digital tools, including smartphones, tablets, 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 needs and escalate issues as required.
• Strong verbal and written communication skills.

Benefits

• Comprehensive benefits package (eligible for part-time roles).
• Health insurance and accident/life insurance.
• Tuition reimbursement.
• Retirement savings plans.
• Performance-based incentives and discretionary bonuses.

About the Company

BMO is a leading North American bank driven by a shared 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.