Associate Banker

Responsibilities

• Deliver exceptional service to customers and prospects by identifying needs and providing financial advice.
• 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, credit card, and investment solutions.
• Collaborate with branch partners to identify referral opportunities and grow customer relationships.
• Support 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 related field or equivalent combination of education and experience.
• Experience in consultative customer service or sales roles with a focus on personal customer experience.
• Proficiency with digital tools, including smartphones, tablets, and online banking applications.
• Strong interpersonal skills with the ability to build rapport and connections with customers.
• Proven problem-solving aptitude and the ability to respond flexibly to new challenges.
• Strong verbal and written communication skills.
• Ability to work a flexible schedule, which may include different days, hours, and shifts based on market needs.

About the Company

BMO is a leading North American bank driven by a shared 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. We are committed to creating lasting, positive change for our customers, our communities, and our people through innovation and excellence.