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 guiding them through 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, filing, 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 customer service or a related field.
• Experience in a consultative customer service or sales role.
• Proficiency with digital tools, including smartphones, tablets, and mobile 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.
• Ability to work a part-time schedule (approximately 20 hours per week) with flexible availability for various shifts.

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. We are committed to creating lasting, positive change for our customers, our communities, and our people.