Associate Banker

Responsibilities

• Deliver exceptional service to customers and prospects by identifying needs and providing advice on financial solutions.
• Act as a lobby leader, welcoming customers and guiding them through digital and self-serve banking options.
• Conduct needs-based conversations to recommend personal banking, credit card, and investment solutions.
• 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 service or sales-oriented role.
• Experience in consultative customer service with a drive to deliver a personalized experience.
• Proficiency with digital tools, including tablets, smartphones, 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 resolve issues.
• Excellent verbal and written communication skills.
• Ability to work collaboratively within a team-based environment.

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.