Associate Banker
$41.71k - $50kBank of Montreal
Application Deadline:
07/26/2026 Address:3100 W Indian School Road Job Family Group:
Retail Banking Sales & Service This is a part time position scheduled for 20 hrs per week Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are 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 further grow the customer's relationship with BMO beyond personal banking.
- Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
- As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking 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 potential opportunities and address everyday banking plans and credit card needs.
- Contributes to meeting branch business results and the customer experience.
- Supports operational activities (e.g. 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 customer conversations to provide strategic advice.
- Organizes work information to ensure accuracy and completeness.
- Takes the initiative to find creative approaches that make each customer's experience feel personal.
- Looks for ways to contribute to the ongoing improvement of the overall customer experience.
- Contributes 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.
- Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
- Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
- Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Complies with legal and regulatory requirements for the jurisdiction.
- Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
- Completes complex & diverse tasks within given rules/limits.
- Analyzes issues and determines next steps; escalates as required.
- Broader work or accountabilities may be assigned as needed.
- Take measured risks while protecting the bank by applying our 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 (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
- Typically between 1 - 2 years of relevant experience and/or certification in 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, Smart phones, online tools, and applications.
- Some experience in a 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.
- A 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.
Salaried The above represents BMO Financial Group's pay range and type. Salaries 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 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 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. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Associate Banker in Phoenix, AZ vacancy
- ...build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting...SuggestedPart time
$41.71k - $50k
Part Time Position Scheduled For 20 Hrs Per Week Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively ...SuggestedPart timeLocal areaDay shift- ...As an Associate Banker, you will representing our brand and culture with hospitality and the latest banking solutions, contributing to the branch’s success by delivering exceptional client experiences and building trusted relationships to help clients achieve their financial...SuggestedPart time
- ...Are you customer-focused, relationship-driven, and passionate about serving innovative companies? A role as a Commercial Banker is for you. As a Commercial Banker on the Multinational Corporations team within J.P. Morgan's Middle Market Banking & Specialized Industries...SuggestedFlexible hours
- ...money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer...SuggestedPart time
- ...Description Are you customer-focused, relationship-driven, and passionate about serving innovative companies? A role as a Commercial Banker is for you. As a Commercial Banker on the Multinational Corporations team within J.P. Morgan's Middle Market Banking & Specialized...Flexible hours
- Chase is looking for an Associate Banker in Phoenix, Arizona, to deliver welcoming service and enhance the client experience. In this role, you will engage clients, assist with transactions, and educate them on technological solutions. The ideal candidate will demonstrate...
- Commercial Banker Are you customer-focused, relationship-driven, and passionate about serving innovative companies? A role as a Commercial Banker is for you. As a Commercial Banker on the Multinational Corporations team within J.P. Morgan's Middle Market Banking & Specialized...Flexible hours
- ...Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program... ...affiliate will be required for various classroom training sessions. Personal Banker Associate I - Scottsdale-McDowell Fifth Third BancorpWork experience placementWork at office
$50k - $60k
...Job Title: ADA Associate Reports To: Operations Manager FLSA Status: Non-Exempt Salary Range : $50,000 - $60,000 Job Location: As a remote-first organization, employees are expected to primarily work within reasonable driving commute to our main office...Temporary workWork at officeRemote workMonday to Friday- hackajob is collaborating with Vanguard to connect them with exceptional professionals for this role. Uses advanced skills gained through training and experience to provide superior client service through accuracy, timeliness and department standards. Manually researches...Shift work
- ...Associate Veterinarian | Friends. Family. Neighbors. | Scottsdale, AZ Desert Tails Animal Clinic Scottsdale, Arizona Scottsdale offers the perfect blend of outdoor adventure, vibrant city amenities, and year-round sunshine. Whether you're exploring...Full timePart timeLive inLocal areaRelocation package
- ...Mortgage Banker Phoenix, AZ, US, 85001 Req ID: 76991 Location: Phoenix -PHOE Areas of Interest: Mortgage, Loan Origination Pay Transparency... ...of knowledge is normally acquired through completion of an Associate's Degree and 2-3 years related mortgage lending experience....Minimum wageWork at officeLocal area
- Beacon Pointe is seeking a Senior Trading Associate for their Scottsdale, AZ office. The candidate will join the Central Support team and will be responsible for placing trades, handling complex inquiries, and supporting Unified Managed Account operations. Qualified candidates...Work at office
$120k - $150k
...Associate Veterinarian North Phoenix Animal Clinic | Phoenix, Arizona Flexible Schedule | Full-Time Opportunity | Small Animal Practice North Phoenix Animal Clinic is seeking an Associate Veterinarian to join our team in Phoenix, Arizona...Full timeLocal areaRelocation packageMonday to FridayFlexible hoursShift work2 days per week3 days per week- ...Senior Banker Phoenix, Arizona To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank... ...location within a reasonable distance Desired Qualifications: Associate's Degree or Bachelor's Degree in business, finance or a related...Work at officeFlexible hoursShift workWeekend workDay shift
- ...part of the DPR Family of Companies, is a fast‑paced supply and rental equipment company in the construction industry seeking an Associate Purchasing Specialist to support purchasing activities to meet branch, project, and operational material needs. They will assist with...Work at office
- ...time Description The Federal Savings Bank is hiring an entry level inside sales professional to develop as a Junior Mortgage Banker for our Scottsdale, AZ sales team. We seek enthusiastic individuals ready to elevate their sales career. This position is full-time...Full timeLive inWork at office
- ...Community Lending Mortgage Banker This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities to cultivate new...Work at officeRemote work
$36k
...Full-time Description The Federal Savings Bank is hiring an entry level inside sales professional to develop as a Mortgage Banker for our Scottsdale, AZ sales team. We seek enthusiastic individuals ready to begin a career in the mortgage industry! This position...Full timeLive inWork at office- ...Home Delivery Associate As Home Delivery Associate, you will represent the RH brand by delivering operational excellence across the warehouse. Your responsibilities include: Live Our Vision, Values and Beliefs every day Organize, maintain, and clean the...Local area
- ...Summary:The Shipping Associate will be responsible for managing the shipping vendor process. This position will identify the various transmissions for entry into Moveras’ ERP system. Ensure we have BOLs, tacking and Axapta data entered so the right parts go to the correct...
$21.25 per hour
...Delivery Associate As a Delivery Associate, you are in the most critical and valued position. We use top of the line technology and comfortable company-provided vehicles to safely deliver packages to homes, apartments, and businesses. Each Delivery Associate (DA) is...Hourly payExtra incomeFull timePart timeAll shiftsFlexible hoursShift workDay shift$15.15 - $15.65 per hour
...or without reasonable accommodation. Works effectively with peers and supervisors. Retail customer experience preferred. Benefits Associate discount; EAP; smoking cessation; bereavement; 401(k) Associate contributions; child care & cell phone discounts; pet & legal insurance...Hourly payTemporary workLocal areaHome officeFlexible hoursEarly shift$16 - $29 per hour
...Mid-Shift, Closing Location Walmart Supercenter #5330 6145 N 35TH AVE, PHOENIX, AZ, 85017, US Job Overview Delivery Associates support the Online Grocery Delivery/Pick-Up department in Walmart stores. They load and unload product from their vehicle, deliver...Hourly payMinimum wageFull timeTemporary workPart timeShift work$19.5 per hour
...Overview Dispatch Associate FULL-TIME Opportunity Starting Pay: $19.50 per hour ***$1,500 bonus opportunity after 9 months*** $300 after 90 days and achieving 90% sign off on Interfacility Call Taking $300 after 180 days and successfully completing the EMD certification...Hourly payFull timeRelocation$67.2k
...organization works with 8,000+ officers and professional staff dedicated to public service and continual improvement. PSYCHOLOGY ASSOCIATE – Job Location: HEALTH SERVICES DEPARTMENT, 1831 West Jefferson Street, Phoenix, Arizona 85007. Website: corrections.az.gov Posting...Contract workTemporary workFor contractors$15.55 per hour
...This role has a minimum base pay from $15.55 per hour with higher starting pay available based on experience. Purpose The Receiving Associate is responsible for assisting in the warehouse operations of the retail store. In addition, the Receiving Associate is responsible...Hourly payFull timePart timeMonday to Friday$20.5 - $22.72 per hour
Warehouse Order Picker Summary: To pull items efficiently and accurately according to customer order. Location: Phoenix, AZ Hourly Rate: Starting $20.50/hr up to $22.72/hr after 12 Months Standard Work Hours: 10:00AM - 6:30PM - Monday-Friday Essential Duties...Hourly payMonday to Friday- Amazon Delivery Drivers - - Responsibilities: Deliver up to 350+ packages daily; Safely operate delivery vehicle and follow route instructions; Provide excellent customer service and represent Lime Logistics; Perform pre-trip and post-trip vehicle inspections; Assist team...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Banker. Be the first to apply!
Related searches
- fraud associate Phoenix, AZ
- front desk associate Phoenix, AZ
- wealth strategy associate Phoenix, AZ
- process associate Phoenix, AZ
- remote associate Phoenix, AZ
- publishing associate Phoenix, AZ
- seasonal associate Phoenix, AZ
- community engagement associate Phoenix, AZ
- strategy associate Phoenix, AZ
- care management associate Phoenix, AZ



