Associate Banker
$41.71k - $50kBank of Montreal
Application Deadline:
08/27/2026 Address:3155 N 124th Street Job Family Group:
Retail Banking Sales & Service 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 3 days ago
Similar jobs that could be interesting for youBased on the Associate Banker in Brookfield, WI vacancy
$41.71k - $50k
Job Title 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...SuggestedPart timeLocal areaDay shift$41.71k - $50k
Responsibilities Identify customer needs and provide advice and guidance regarding financial solutions that are in the best interests of customers. Collaborate within the branch and with BMO partners to deliver the desired customer experience and achieve business objectives...SuggestedLocal area- ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...SuggestedPart time
$43.68k - $69.9k
...Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program... ...acquisition partner. EEO Statement Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote...SuggestedWork experience placementWork at office- ...Universal Banker Floater Interested in helping to solve all the problems of the world? Ishthat seems like a lot of work. What if you could take that enthusiasm and apply it on a smaller scale? As a Universal Banker Floater, your focus will be on creating and nurturing...Suggested
- Description Join Summit Credit Union as a Universal Banker at our Wauwatosa branch and become the goto financial guide who helps members reach their goals-whether that's buying their first car, building credit, or saving for big life moments. You'll complete everyday...Work at officeLocal area
- Veterinarian Partners invites you to join our brand new state of the art hospital as an associate veterinarian. This is an excellent opportunity to be the master of your destiny while practicing top-notch medicine and contributing to the creation of something extraordinary...Full timeFlexible hoursWeekend work
- ...communication skillsPhysical Requirements:The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities...Visa sponsorshipWork visaShift work
- ...Produce Associate page is loaded## Produce Associatelocations: Wauwatosa, Wisconsintime type: Part timeposted on: Posted Todayjob requisition id: R84369As a member of the C&S Wholesale Grocers family of companies, SpartanNash is a food solutions company that delivers the...Visa sponsorshipWork visaShift work
- ...Position Title Associate Job Summary As an Associate, you will be responsible for assisting with daily operations and delivering exceptional customer experiences. You’ll have the ability to shape the store’s success and contribute to our company’s growth. Why Join Us Competitive...Permanent employmentTemporary workLocal areaFlexible hoursNight shiftDay shift
- ...Shipping/Receiving Associate Located in New Berlin, Wisconsin. This is an in person role. How do our shifts work? Full time status | Alternating 4 Day Work Week! Schedule: 4 Days on / 4 Days off; 12.25 hour shifts. Day Shift: 6:45am - 7:00pm Starting Pay: $21.00+/hour...Bi-weekly payFull timeWork from homeShift workDay shift
$18 per hour
...: No Hourly Base Pay: $18.00, plus $5.00 per hour training pay. Within the first 90 days working at T-Mobile, Mobile Associates receive on-the-job training and are eligible for hourly training pay. Once completed, Mobile Associates promote to the Mobile Expert...Hourly payFull timeTemporary workPart timeWork experience placementLocal areaFlexible hours- Mayfair Animal Hospital & ER in Wauwatosa, WI, is committed to delivering exceptional patient care and providing a supportive, collaborative environment where you can do your best work. As an AAHA-accredited hospital, we hold ourselves to the highest standards of veterinary...Full timeTemporary workSeasonal workLocal areaWork from home
- ..., subtracting, multiplying and division* Communicate tasks, recipes, weights and measures, and cleaning steps completed to other associates* Follow all PPE and Safety Guidelines* Follow all Food Safety and Cleaning Expectations* Follow Guest Experience Guidelines* May...Visa sponsorshipWork visa
$14 - $27 per hour
...Location Walmart Supercenter #5438 15205 W GREENFIELD AVE, NEW BERLIN, WI, 53151, US Job Overview Online Order Filling associates have one focus: to fill and dispense online orders. They locate, prepare, and package merchandise, ensuring the accuracy of orders...Hourly payMinimum wageFull timeTemporary workPart timeShift workDay shift- ...skills Detail Oriented Physical Requirements The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with...Visa sponsorshipWork visaShift work
- ...Loss Prevention Associate As a Loss Prevention Associate, you play an important role in protecting the company's assets. You have the opportunity to prevent loss and provide a secure environment for customers and employees. What You'll Do: Identify and reduce...Work from homeWeekend workDay shiftAfternoon shift
- Have you ever thought of starting your own business but not sure how to get started? A new Advisor is typically a career changer who has hit a ceiling in their current industry, desires a more stable work environment and wants to be control of their career trajectory. ...Work at officeFlexible hours
- ...Warehouse Associate Steinhafels Furniture has an immediate opening for a warehouse associate at our New Berlin Bedding Factory. As a shipping and loading associate you will work together, with the rest of our team to load semi trailers of our finished merchandise. The...Immediate startMonday to FridayFlexible hoursShift workDay shift
- ...St. Elizabeth Ann Seton is seeking a Pastoral Associate to join our collaborative, upbeat staff within our vibrant faith community. The Pastoral Associate / Minister functions as an integral member of the parish staff, sharing the responsibility of the needs assessment...Full timeLocal area
- ...blend the warmth of a local grocer with the energy and nimbleness of a fast-paced, innovative retail environment. We empower our associates to become experts, fostering a culture where every single person contributes to our signature, award-winning customer experience....Work experience placementLocal area
- YMCA of Greater Waukesha County is hiring a part-time Greeter/Scanner for the West Suburban YMCA in Wauwatosa, WI. This role involves welcoming members, verifying identities, and providing information on YMCA programs and services. The ideal candidate should have strong...Part time
- ...and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you'll feel valued for your unique...
- ...blend the warmth of a local grocer with the energy and nimbleness of a fast-paced, innovative retail environment. We empower our associates to become experts, fostering a culture where every single person contributes to our signature, award-winning customer experience....Work experience placementLocal area
- ...Laundry Associate (Sunday and Monday 8:00 AM - 4:00 PM) Job Category: Housekeeping Requisition Number: LAUND008545 Posted: July 6, 2026 Full-Time On-site Country Inn & Suites by Carlson, Milwaukee West | CSM Lodging Services Brookfield, WI 53005, USA...Full timeContract workLocal area
- ...subtracting, multiplying and division Communicate tasks, recipes, weights and measures, and cleaning steps completed to other associates Follow all PPE and Safety Guidelines Follow all Food Safety and Cleaning Expectations Follow Guest Experience Guidelines...Visa sponsorshipWork visa
- ...Alterations Associate As an Alterations Associate, your unique skills contribute to our reputation as America's Leading Department Store. In addition to general alterations, you will alter diverse styles of women's garments varying from formal dresses with beading to...Work from home
$13 per hour
...you; Come join our team. You're going to like it here! You will enjoy a competitive wage, flexible hours, and an associate discount. Part-time associates, based on hours worked, may be eligible for Burlington's benefits package which includes dental and...Hourly payPart timeFlexible hoursNight shift- ...community. This recruitment is part of a major initiative to advance immunology research. We invite applications at the assistant or associate professor level, or at an equivalent level. Candidates should have expertise in areas such as autoimmunity, lymphocyte biology,...Full timeTemporary workLocal areaImmediate start
- ...Associate General Counsel About the Company Industry-leading healthcare analytics provider Industry Computer Software Type Privately Held Founded 1997 Employees 201-500 About the Role The Company is in search of an Associate...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Banker. Be the first to apply!
Related searches
- social impact associate Brookfield, WI
- records management associate Brookfield, WI
- distribution center associate Brookfield, WI
- media associate Brookfield, WI
- process associate Brookfield, WI
- psychology associate Brookfield, WI
- part time associate Brookfield, WI
- relationship associate Brookfield, WI
- lab associate Brookfield, WI
- public health associate Brookfield, WI


