Associate Banker

Responsibilities

• Deliver exceptional service to BMO 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 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, customer applications, 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, sales, or a related field.
• Experience in a consultative customer service or sales role with a focus on personal experience.
• Proficiency with social media, 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 challenges and determine next steps.
• Excellent verbal and written communication skills.

Preferred Qualifications

• Basic knowledge of specialized sales and business banking solutions.
• Ability to thrive in a fast-paced, team-based, and consultative environment.

Benefits

• Competitive salary and total compensation package.
• Health insurance and accident/life insurance.
• Retirement savings plans.
• Tuition reimbursement.
• Performance-based incentives and discretionary bonuses.

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.