Associate Banker

Application Deadline: 07/12/2026 Responsibilities Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that grow customer relationships beyond personal banking. Welcomes and guides customers entering the branch lobby, offers advice on digital and self‑serve options for easy, simple, and fast banking. Assists in conducting client conversations about banking services to recommend alternative channels and provide personal banking and investment advice. Meets customer transaction‑based needs with seamless execution. Reviews customer profiles and engages customers in a needs‑based conversation to identify opportunities and address everyday banking plans and credit card needs. Supports operational activities (inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes initiative to find creative approaches to personalize customer experience. Looks for ways to contribute to ongoing improvement of the overall customer experience. Contributes to business results and overall experience delivered. May work at multiple branches or through various channels based on market needs; schedule may vary in days, hours, and shifts. Follows risk and compliance processes and policies to safeguard customers’ assets, maintain privacy, and act in their best interest. Keeps current with financial services marketplace, legal, regulatory environment, and ethical commitments. Maintains current knowledge of personal banking products, practices, and trends and integrates into conversations. Identifies and reports suspicious patterns related to money laundering. Complies with legal and regulatory requirements. Protects the Bank’s assets in compliance with regulatory, legal, and ethical requirements. Completes complex and diverse tasks within rules/limits. Analyzes issues, determines next steps, and escalates as required. May be assigned broader work or accountabilities as needed. Take measured risks while protecting the bank by applying the Risk Management Framework and risk culture, and adhering to policy documents, laws, and regulations. Qualifications Typically between 1–2 years of relevant experience and/or certification in related field of study, 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 consultative customer service or sales roles 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 the 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. An 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. Compensation & Benefits Competitive salary range $41,714.00 – $50,000.00, subject to location, skills, experience, education, and qualifications. Salaries may include commission structure. Commission structure may be included for suitable roles. Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Equal Employment Opportunity Statement BMO is proud to be an 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 send an e‑mail to View email address on click.appcast.io and let us know the nature of your request and your contact information. #J-18808-Ljbffr