Associate Banker

Responsibilities Deliver exceptional service to BMO customers and prospects, identifying customer needs and providing advice and guidance regarding financial solutions that are in the best interests of customers. Collaborate within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Identify referral opportunities to grow the customer’s relationship with BMO beyond personal banking. Welcome and guide customers as they walk into the branch lobby, offer advice and guidance on available digital and self‑serve options with the goal of making banking easy, simple, and fast. 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 a needs‑based conversation 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, find creative approaches that make each customer’s experience feel personal, and look for ways to contribute to ongoing improvement of the overall customer experience. Follow risk and compliance processes and policies to safeguard customers’ assets, maintain privacy, and act in their best interest. Maintain current knowledge of personal banking products, practices, and trends, and integrate this knowledge 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 and protect the Bank’s assets in compliance with all regulatory, legal, and ethical requirements. Complete complex and diverse tasks within given rules/limits, analyze issues and determine next steps, and, if necessary, escalate as required. Take measured risks while protecting the bank by applying the Risk Management Framework in the execution of your role, in line with the Risk Culture and within the approved Risk Appetite, making sound, risk‑informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents, laws, and regulations. Qualifications Typically between 1–2 years of relevant experience and/or certification in a 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 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, a drive to deliver a personal customer experience, and a focus on results. 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 to build rapport and connections, aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge; verbal and written communication skills – Good; organization skills – Good; collaboration & team skills – Good; analytical and problem‑solving skills – Good. Compensation Salary: $43,100.00 – $58,300.00 Pay Type: Salaried (may include commission); salaries for part‑time roles will be pro‑rated based on hours regularly worked. Equal Opportunity Employment MANDATORY MANDATORY MANDATORY MANDATORY MANDATORY MANDATORY MANDATORY 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, protected veteran status, disability, or other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to providing reasonable accommodations to individuals with disabilities. #J-18808-Ljbffr