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, application follow-ups, 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 a consultative customer service or sales role.
• Strong interpersonal skills with the ability to build rapport and connections with customers.
• Proficiency with digital tools, including tablets, smartphones, and online applications.
• Strong problem-solving aptitude and the ability to respond flexibly to new challenges.
• Excellent 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 single 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 across Canada, the United States, and globally.