Associate Banker

Responsibilities

• Deliver exceptional service to customers by identifying needs and providing advice on financial solutions and digital banking options
• Act as a lobby leader to guide customers through the branch and recommend alternative digital or self-serve banking channels
• Conduct needs-based conversations to identify opportunities for personal banking, credit cards, and investment referrals
• Execute customer transactions seamlessly and support branch operational activities such as inventory management and application follow-ups
• Follow all risk and compliance processes to safeguard customer assets and maintain privacy
• Maintain current knowledge of personal banking products, 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
• Proficiency with digital tools, including smartphones, tablets, and online banking 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
• Excellent verbal and written communication skills

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 across Canada, the United States, and globally.