Associate Banker
$41.71k - $50.5kBank of Montreal
Application Deadline:
08/28/2026 Address:3780 State St. Job Family Group:
Retail Banking Sales & Service Please note this opening is for a part-time (20 hours) per week position. The ideal candidate will have flexible availability to be assigned various shifts each week as needed to meet business requirements. Business hours are Monday-Friday and Saturday morning. 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 2 days ago
Similar jobs that could be interesting for youBased on the Associate Banker in Santa Barbara, CA vacancy
- Job Summary We are seeking an experienced Banker/Teller for a full‑time direct hire opportunity in Santa Barbara, CA. The role aligns at the Client Service Representative II, III, or Senior level based on experience. This position offers stability, growth potential, and...SuggestedFull timeTemporary work
$21 - $27 per hour
...Mechanics Bank is currently searching for a full time Universal Banker to join our team at our Santa Barbara Milpas Branch. The Universal Banker independently performs basic to moderately complex banking transactions. Delivers excellent customer service. Responsible for...SuggestedHourly pay16 hoursFull timeWork experience placementWork at officeWork from homeFlexible hoursShift workNight shift$64.1k - $90.3k
Position overview Position title: Specialist (Assistant and Associate levels) Salary range: A reasonable estimate for this position at 100% time is $64,100 - $90,300 Percent time: 5% - 100% Anticipated start: Fall 2025 or later Position...SuggestedFull timePart timeLocal area$140k - $220k
...Junior To Midlevel Transactional Associate (2-6 Years) Posted: January 1, 2025 For over 25 years, Reicker Pfau has been a leading full-service law firm serving the Santa Barbara community and clients throughout California and the United States. Reicker Pfau has a well-...SuggestedImmediate start$19 per hour
...Overview The Music Academy seeks dynamic team members to support the daily operations and maintenance of our campus. The Facilities Associate reports to the Director of Facilities. This is a part-time role with daytime and evening shifts, Monday–Sunday. Responsibilities...SuggestedHourly payPart timeSummer workLocal areaDay shiftAfternoon shift$20.19 - $37.5 per hour
...C&D CPAs & Advisors is searching for an experienced Associate CPA to join our exceptional team of professionals. What does C&D stand for? Opportunity, community, flexibility, collaboration, innovation, creativity, and so much more. Founded over 50 years ago, we’re a full...Hourly payFlexible hours- ...pride in the work you do, whether big or small • You agree that food is central to all our lives • Helping customers and fellow associates gives you energy • Smiling and making others smile is your favorite • You are eager & willing to learn • Being a part of...Minimum wageLocal areaFlexible hours
$130k - $210k
...seeking a passionate and dedicated Family Law Attorney to join our dynamic team. This is a permanent position, ranging from Mid level Associate to Senior Attorney, depending on your experience and expertise. The ideal candidate will be responsible for managing family law...Permanent employmentLocal area- ...take pride in the work you do, whether big or small You agree that food is central to all our lives Helping customers and fellow associates gives you energy Smiling and making others smile is your favorite You are eager & willing to learn Being a part of your community...Flexible hours
- ...Albertsons Companies Inc. offers entry‑level opportunities in customer service roles such as courtesy clerk, cashier, or associate. You’ll learn on the job and through online resources, with a chance to grow into a longer‑term career within a diverse, inclusive team. We...Flexible hours
$16.9 per hour
...Description: Position Title: Backroom Associate Job Identification: • Immediate Supervisor: Store Manager. • EEOC Class: Sales Workers. • FLSA Status: Non-Exempt. Wage: $16.90 per hour. Job Summary: The Backroom Associate is responsible for providing...Hourly payContract workImmediate startNight shiftWeekend work- ...Wellness Associate Benefits include 11+ days per year of paid time off, health insurance options, and a 401k for full time Team Members, plus a Team Member discount. Work schedules are flexible per the needs of the business. And we are closed on Sunday. A Wellness...Full timeFlexible hours
$83k - $106k
...collaboration across offices. We are proud to be recognized with the Great Place to Work certification for the second year in a row. The Associate Planner supports public- and agency-based planning efforts by managing a variety of current and long-range planning projects. This...Work at officeLocal areaFlexible hours$150k - $300k
...Associate Podiatrist (DPM) - Foot & Ankle Concepts Two Positions Available - Southern California Position 1: Palmdale & Lancaster Position 2: Oxnard & Santa Barbara Compensation: $150,000 - $300,000+ (Base + Bonus, depending on experience and productivity...Full timeWork at officeFlexible hours$16 - $17.28 per hour
Gold's Gym Customer Service Representative Gold's Gym is growing fast and looking for a Customer Service Representative team member to help us execute our mission of providing facilities, programs, and staff that motivate, support, and lead every member in their pursuit...Hourly payLocal areaWorldwideShift work- ...Tasting Room Associate Acme Hospitality owns and operates a collection of highly acclaimed and award-winning food & beverage concepts and boutique hotels throughout California. In addition to a collection of restaurants and hotels, we create hospitality experiences...Work experience placementShift workAfternoon shift
$190k
...Associate Veterinarian Job ID: J623654 | Location: Santa Barbara, California | Salary: USD 190,000 per year. Exciting Opportunity: Associate Veterinarian | Up to $190k! Plus generous sign‑on and relocation bonuses available. Join a premier animal care facility where high...Local areaRelocation package$75k
...where your wellbeing comes first You care for pets. We care for you. Position Overview We are seeking a compassionate and skilled Associate Veterinarian to join our team. The ideal candidate will be passionate about providing high-quality veterinary care and possess excellent...Local areaRelocation$80k - $180k
...Join us as an Associate Veterinarian at VCA Noah's Ark Animal Hospital. You’ll quickly discover that you’re well supported by world-class medicine, technology, facilities, and a talented team. You’ll be empowered to do your best work with a team you can count on. At VCA...Full timePart timeRelocation packageMonday to FridayFlexible hoursWeekend work$225k - $250k
...The Accreditation Council for Graduate Medical Education is seeking an Associate Veterinarian to join San Roque Pet Hospital in Santa Barbara. The ideal candidate will have a DVM/VMD degree, a current veterinary license, and at least one year of veterinary practice experience...Relocation package$160k - $180k
...New Frontier Animal Medical Center in Santa Barbara, California is looking for an Associate Veterinarian to join our dedicated team of veterinary professionals. We value collaboration and strive to provide the best care to our community. The ideal candidate will have strong...Flexible hours$80k - $180k
...VCA Animal Hospitals in Goleta, California, is seeking an Associate Veterinarian to provide comprehensive care for dogs and cats. This role offers a supportive environment with opportunities for mentorship and professional growth. As an Associate Veterinarian, you will...Full timeRelocation packageFlexible hours$75k
...where your wellbeing comes first You care for pets. We care for you. Position Overview We are seeking a compassionate and skilled Associate Veterinarian to join our team. The ideal candidate will be passionate about providing high-quality veterinary care and possess excellent...Local areaRelocation$80k - $180k
...Join us as an Associate Veterinarian at VCA Noah's Ark Animal Hospital. You’ll quickly discover that you’re well supported by world‑class medicine, technology, facilities, and a talented team. You’ll be empowered to do your best work with a team you can count on. At VCA...Full timePart timeRelocation packageMonday to FridayFlexible hoursWeekend work$140k - $210k
Pay: $140,000.00 - $210,000.00 per year Why This Is a Great Opportunity Join a growing boutique firm where you can get meaningful responsibility early and work closely with business owners and decision-makers Handle a broad mix of civil litigation, real estate, landlord...Full time- ...businesses, insurers, transportation companies, and individuals throughout California. We are seeking an ambitious and motivated Associate Attorney with 2–5 years of litigation experience who wants meaningful responsibility, direct client contact, and courtroom experience...Work at officeRelocation
$41.71k - $69k
Job Summary Bilingual in Spanish and English is preferred. Deliver exceptional service to BMO customers and prospects, identify customer needs, provide advice and guidance on financial solutions, and work collaboratively within the branch and with partners to deliver an...Local areaImmediate startDay shift- ...incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer...Work at officeShift workWeekend workDay shift
$19 - $24 per hour
...Associate Technician Associate Technician The Associate Technician is an entry-level role focused on the hands-on physical assembly of enterprise server, storage, and networking solutions within Curvature's Operations team. This individual is an important part of...Immediate startShift work- Job Overview A law firm seeks an Associate Attorney in Santa Barbara, CA. The ideal candidate will possess a valid California bar license and demonstrate a strong work ethic and integrity. The firm is open to hiring individuals at all experience levels, from Certified Family...Remote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Banker. Be the first to apply!
Related searches
- nephrology associates Santa Barbara, CA
- task associate Santa Barbara, CA
- call center associate Santa Barbara, CA
- law associate Santa Barbara, CA
- drug safety associate Santa Barbara, CA
- associate degree computer science Santa Barbara, CA
- social work associate Santa Barbara, CA
- publishing associate Santa Barbara, CA
- records management associate Santa Barbara, CA
- distribution center associate Santa Barbara, CA

