Associate Banker
$41.5k - $60.5kBank of Montreal
Application Deadline:
10/12/2026 Address:494 Magnolia Ave. Job Family Group:
Retail Banking Sales & Service Bilingual in English and Spanish Language is preferred. Part-time 20 hours 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 1 day ago
Similar jobs that could be interesting for youBased on the Associate Banker in Larkspur, CA 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...SuggestedPart time
- Provide personalized banking support across multiple branch locations within an assigned geographic area Cover banker and teller absences and temporarily fill open positions as needed Adapt to new branch environments, teams, and customer needs while maintaining service...SuggestedWork experience placementFlexible hours
- BMO Financial Group in the United States is seeking a part-time lobby associate to deliver exceptional service and guide customers toward banking solutions. The role emphasizes identifying needs and advising on financial options while collaborating with branch partners...SuggestedPart time
$41.6k - $66.35k
Description Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today! Summary: Senior New Accounts/CSR...SuggestedFull timeWork at officeLocal area$22.05 per hour
Job DescriptionThe ideal Designated Selling Associate (DSA) Salesperson is passionate about fashion, enjoys working one-on-one with customers, and thrives in a sales environment. DSAs drive volume for Nordstrom while championing the brand they represent. DSAs are leaders...SuggestedFlexible hoursShift work$21 per hour
...Job Description Lot Associates assist customers with the loading of their vehicles and also monitor and maintain the entrance of the store. Lot Associates also are responsible for maintaining a sufficient quantity of carts near the entrance of the store. This position...Local area$20.44 - $37.17 per hour
...employees as one of the \"Best Places to Work\" in the North Bay Business Journal, is looking for an eager and friendly experienced Retail Banker to work at our Mill Valley branch. Responsibilities Provide prompt, courteous, and efficient customer service as part of a branch...Work experience placementBank staffLocal area- ...Seasonal Sales Associate Our Seasonal Sales Associates promote our culture, values and mission. As a Seasonal Sales Associate, your number one job is to share your love of fashion and do whatever it takes to create an amazing shopping experience for our customers....Hourly payWork experience placementSeasonal workWork at officeLocal areaRemote workFlexible hoursAfternoon shift
$25 - $26 per hour
Personal Care Services Responsible for providing personal care services to patients at the facility under the direction of clinical or nursing leadership. Demonstrate a positive, empathetic and professional attitude towards customers always. When patient needs are not...Hourly payLocal areaNight shift- ...throughout their lifecycle, rapidly act on validated new safety information, and ensure a state of global PV compliance. Summary The Associate is responsible for case initiation, data entry for non‑expedited ICSR reports, quality review and submissions. The Associate II...
$21.5 per hour
...Position (Yes/No): No Hourly Base Pay: $21.50, 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...Hourly payFull timeTemporary workPart timeWork experience placementLocal areaFlexible hours- At RH we believe deeply that the "right" people are our greatest asset. We value people with high energy, who possess the ability to energize others. People who are smart, creative and have a point of view. People who see the answer in every problem, versus those who see...Work at officeLocal areaShift work
$80k - $90k
...Mount Tamalpais College Advancement Associate September 2, 2026 Full-time, exempt San Rafael, CA Mount Tamalpais College Overview Mount Tamalpais College (MTC) provides an intellectually rigorous, inclusive Associate of Arts degree and college preparatory program, free...Full timeContract workWork at officeLocal areaFlexible hours2 days per week$22.6 - $26 per hour
...Seasonal Associate As a Seasonal Associate, you'll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You'll create a welcoming experience while maintaining a stocked, visually...Hourly paySeasonal workFlexible hoursNight shift- ...GENERAL SUMMARY Under the direction of the Family Programming Director, the Family Programming Associate is responsible for caring for children ages six months through twelve years; to ensure a safe, clean, fun environment for children; execute the department's established...Immediate startAll shiftsFlexible hoursWeekend workAfternoon shift
- Veterinarian – San Rafael, CA A thriving small animal practice is seeking a dedicated veterinarian to join a progressive, team-oriented environment focused on delivering exceptional patient care and supporting professional growth. This opportunity is ideal for doctors...Full timeRelocation package
- ...Description Associate Veterinarian East San Rafael Veterinary Clinic About You You'll get to know the family and care for the pet year after year. From delivering reliable care, to preventative visits, to being the first one they call when something...Full timeTemporary workLocal areaMonday to Friday
$180k - $200k
...About Our Clinic Associate Veterinarian Opportunity - San Rafael, CA Our practice is a spacious, 4,000 sq/ft modern practice located just north of San Francisco. With 3 exam rooms and all the amenities of a fully equipped hospital, our team provides outstanding patient...Full timeRelocation packageFlexible hours$150k
...Associate Veterinarian East San Rafael Veterinary Clinic About You You’ll provide reliable, preventative, and acute care to pets, serving as the primary source for clients when something feels wrong. You will uphold high standards of medical excellence and collaborate...Full timeMonday to Friday$43k - $75k
Application Deadline: 10/12/2026 Address: 494 Magnolia Ave. Job Family Group: Retail Banking Sales & Service Bilingual in English and Spanish Language is preferred. Delivers exceptional service to BMO customers and prospects. Identifies customer needs...Contract workPart timeLocal areaImmediate startDay shift- ...Desort in San Anselmo, CA is seeking an Associate Veterinarian (DVM) to join a collaborative team focused on high-quality patient care and professional growth. You will diagnose, treat, and perform surgeries with support from skilled technicians, while engaging with clients...Relocation package
- ...answer. We value team players, people who are more concerned with what's right, rather than who's right. As a Customer Experience Associate, you are responsible for delivering exceptional service to our customers while creating a luxury experience. You will remove...Work at officeFlexible hoursAfternoon shift
- A healthcare consulting firm in Larkspur is looking for an entry-level Associate to support healthcare consulting projects. This role involves coordination, communications, and research, with specific tasks including tracking project timelines, preparing presentations,...Work at office2 days per week
- Position Overview The Associate supports healthcare consulting projects through coordination, communications, and research. This entry-level role is ideal for individuals looking to gain hands‑on experience in health policy, healthcare technology, and consulting. The Associate...Work at office2 days per week
- A healthcare consulting firm in California is seeking an Associate to support healthcare projects through communications and research. This entry-level position offers hands-on experience in health policy and technology, requiring strong organizational and communication...Work at office2 days per week
- ...eclectic, creative & modern spirit of the brand Ensure merchandising & displays are visually compelling to drive sales Model & coach associates on how to uphold visual standards Promote the lifestyle & protect the image of the WSI Brands Makes the store a fun,...Full timePart timeH1bLocal areaRelocation packageFlexible hoursShift workWeekend work
- Summary The Associate, Customer Experience delivers exceptional service and a luxury experience for RH customers. This role removes obstacles, provides support, and partners with cross-functional teams to ensure customer needs are met and exceeded. It is ideal for a polished...Work at officeFlexible hoursAfternoon shift
- ...Investment Banking Associate -Software, Internet & Technology Enabled Services Presidio is seeking an Associate to add to our Technology... ...directly with clients, investors, acquirers, and senior-level bankers. We look for candidates who are effective in team environments...Work experience placementLive inWork at officeRelocation
- Extended Stay America is seeking a Guest Services Representative to assist guests, answer phones, and check guests in and out while following company guidelines. The role includes processing reservations, payments, and maintaining front desk operations with emphasis on ...Weekly pay
$16.9 - $17.9 per hour
GENERAL SUMMARY The Operations Associate is responsible for contributing to the success of the Club by assisting in a variety of operational, hospitality, fitness and facility support roles. These associates are responsible for providing the highest level of member service...Full timeLocal areaImmediate startShift workWeekend workDay shiftAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Banker. Be the first to apply!
Related searches
- psychology associate Larkspur, CA
- delivery associate Larkspur, CA
- consulting associate Larkspur, CA
- cash office associate Larkspur, CA
- associate Larkspur, CA
- public health associate Larkspur, CA
- case management associate Larkspur, CA
- interior design associate Larkspur, CA
- lab associate Larkspur, CA
- trading associate Larkspur, CA

