Associate Banker

Overview This is a part‑time position scheduled for 20 hrs per week. Deliver exceptional service to BMO customers and prospects. Identify customer needs and provide advice and guidance regarding financial solutions that are in the best interests of customers. Work collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Responsibilities Collaborate with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking. Welcome and guide customers as they walk into the branch lobby, and offer advice and guidance on available digital and self‑serve options with the goal of making it easy, simple, and fast to bank with BMO. Assist in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meet customer transaction‑based needs with seamless execution. Review customer profiles and engage customers in needs‑based conversations to identify potential opportunities and address everyday banking plans and credit card needs. Contribute to meeting branch business results and the customer experience. Support operational activities (e.g., inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Act as a key member of a collaborative and versatile branch and market team. Probe to understand customer personal banking and credit card needs and integrate marketing promotions and programs into customer conversations to provide strategic advice. Organize work information to ensure accuracy and completeness. Take the initiative to find creative approaches that make each customer’s experience feel personal. Look for ways to contribute to the ongoing improvement of the overall customer experience. Contribute to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follow through on risk and compliance processes and policies to ensure safeguarding customers’ assets, maintaining their privacy, and acting in their best interest. Keep current with the wider financial services marketplace, the legal and regulatory environment, and BMO’s commitment to uphold the highest ethical requirements of the industry. Maintain current knowledge of personal banking products, practices, and trends and integrate into customer conversations. Identify and report suspicious patterns of activity that are suspected to be related to money laundering. Comply with legal and regulatory requirements for the jurisdiction. Protect the Bank’s assets in compliance with all regulatory, legal, and ethical requirements. Complete complex & diverse tasks within given rules/limits. Analyze issues and determine next steps; escalate as required. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying the Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk‑informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents, laws and regulations. Qualifications Typically 1–2 years of relevant experience and/or certification in a related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) – as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications. Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. Focus on results and ability to thrive in a consultative sales and team‑based environment. Resourceful self‑starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. Aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills – Good. Organization skills – Good. Collaboration & team skills – Good. Analytical and problem‑solving skills – Good. Salary and Pay Type Salary: $41,714.00 – $50,000.00 (Salaried) Salary will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on the number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at Equal Employment Opportunity BMO is a proud equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please email View email address on click.appcast.io and let us know the nature of your request and your contact information. #J-18808-Ljbffr BMO U.S.