Associate Banker

Responsibilities

• Serve as the first point of contact for clients at a new branch, providing friendly and accurate service
• Identify customer needs and provide advice regarding financial solutions and banking products
• Guide customers through digital and self-serve banking options to improve their experience
• Conduct meaningful conversations to recommend alternative banking channels and investment advice
• Support branch operations including inventory management, filing, and opening/closing activities
• Collaborate with BMO partners to identify referral opportunities and grow customer relationships
• Ensure compliance with all risk, legal, and regulatory policies to safeguard customer assets

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 tablets, smartphones, and online applications
• Strong interpersonal skills with the ability to build rapport and connections with customers
• Strong problem-solving aptitude and the ability to respond flexibly to new challenges
• Ability to work a part-time schedule (20 hours per week) with flexible availability including Saturdays

About the Company

BMO is a leading North American bank driven by a shared purpose: to Boldly Grow the Good in business and life. We provide personal and commercial banking, wealth management, and investment services to more than 12 million customers globally.