Associate Banker
$41.71k - $50.5kBank of Montreal
Application Deadline:
06/05/2026 Address:701 E. First St. Job Family Group:
Retail Banking Sales & Service This is a part-time 20 hours a week position. 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 12 hours ago
Similar jobs that could be interesting for youBased on the Associate Banker in Tustin, CA vacancy
$41.71k - $50.5k
Retail Banking Sales & Service This is a part-time 20 hours a week position. 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...SuggestedContract workPart timeLocal areaDay shift- ...Associate Banker Are you analytical, eager to learn, and excited about building a career in commercial banking? A role as an Associate Banker is for you. As an Associate Banker within the Food & Agribusiness Banking team, you will support the growth and retention...Suggested
- ...Associate Banker You enjoy building client relationships and delivering financial solutions. Join us as an Associate Banker on our Emerging Middle Market Banking team. As an Associate Banker in Emerging Middle Market Banking, you will play a key role in supporting...Suggested
- ...Associate Banker You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Mid-Corporate Banking, you will work both independently and as part of a team...Suggested
$22.5 - $27.6 per hour
...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$77.8k - $97.3k
...future generations. Role Summary Rivian is looking for a dynamic, collaborative and self-starting Workplace Operations Associate Specialist to support daily operations and facilities services at Rivian’s engineering facilities. This individual will be...Full timeContract workTemporary workPart timeWork at officeLocal areaShift work- .Net Lead required, developer will not work Job Information Our challenge is to use modern tools, techniques, and methods to develop, modify, and/or update complex and extremely powerful systems. Our customers and partners need applications that enable...
$68k - $96k
...coordinate logistics, communications, and onsite execution for congresses, HCP customer visits, internal meetings, and other events. The Associate Specialist ensures seamless program delivery through strong organization, attention to detail, and proactive stakeholder...Work experience placement$135k - $150k
...Live Your Best Life at Lap of Love Veterinary Hospice! Join Lap of Love as an In-Home, Associate Veterinarian in Los Angeles, CA and surrounding areas. Imagine a veterinary role that honors your time, supports your well-being, and reconnects you with the heart of...Full timePart timeFlexible hours2 days per week- ...Excellent communication skills, both verbal and written, to convey complex information clearly. Apply today & join us as a Mortgage Banker where you can make a significant impact on our clients' financial futures while advancing your career in the mortgage industry....Monday to FridayShift work
$37 - $65.5 per hour
...About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving...Temporary workWork experience placementImmediate start$120k - $170k
...Senior Commercial Banker Or Commercial Banker II Come join a company you can be proud to represent. The hiring range for this opportunity is $120,000 to $170,000 annual salary along with incentive opportunities, creating a competitive total compensation package...Local area- ...gas assets and allocating capital towards the right acquisitions are key elements of the finance function at Phoenix. The Senior Associate will be working closely with the MD of Capital Markets and CFO with a focus on raising capital via the S-1 and D offerings being marketed...
- ...Associate Tech Specialist As an SAP S/4HANA Finance consultant you will have an impact at any of our clients by improving their business process in SAP S/4HANA and advising them on best practice. At least 10+ years of SAP FI experience. Should have worked on Financial...
$185k - $300k
...Trust Services. About this role: Wells Fargo’s Custom Lending group within WIM BL&T is seeking an experienced Custom Credit Banker to serve as a trusted advisor to high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients by originating, structuring, and executing...Ongoing contractWork experience placementImmediate start- ...Commercial Banker You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as... ...Mentor junior members on the HHN team, including Analysts and Associates, to contribute to the long-term success of our business and to...Local area
- ...Asset Based Lending Portfolio Banker You are proactive, analytical, solution-oriented and understand the balance between risk management and advocating for clients. You enjoy building relationships and providing financial advice to your clients. A role as an Asset...
- ...most recent 3+ years. Secure One Capital Executive Mortgage Bankers (EMB): As a Secure One Capital EMB, you are backed by the... ...of life. One difference about Secure One Capital is that its associates can offer products and services from a broad array of financial...Work at officeHome office
- ...Commercial Banker You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker on the Healthcare Technology Banking team, you will be responsible for growing...
- Solution Architect/Tech Lead Solution architect/Tech lead's primary responsibility is to design and develop a strategic API based middleware platform with React Frontend. The Solution Architect will work closely with business and technology partners to design and implement...
$150k - $215k
...Orange County office is the largest of the firm's five offices, and it continues to grow. We are looking for a motivated, capable associate with between 3-7 years of experience handling labor and employment matters for employers. This is a full-time position with excellent...Full timeCasual workWork at officeFlexible hours$21 per hour
...Front Desk Associate The Receptionist delivers exceptional customer service for our clients. Responsibilities include leading employee(s) and directing workflow for reception and concierge services while serving as a subject matter expert and resource to the team....Hourly payWork at officeImmediate startShift workAfternoon shift$16 - $21 per hour
...Hall Associates is hiring for the role of Call Center Representative in Santa Ana, California. This position involves receiving in-bound client-scripted calls and completing data entry while multitasking. Ideal candidates can work from home and no prior experience is...Hourly payRemote workWork from homeFlexible hours$23 - $31 per hour
...Materials Associate Anduril Industries is a defense technology company with a mission to transform U.S. and allied military capabilities with advanced technology. By bringing the expertise, technology, and business model of the 21st century's most innovative companies...Hourly payFull timeWork experience placementWork at officeLocal areaImmediate startRelocation packageFlexible hoursDay shiftAfternoon shift$32.5 per hour
...Senior Associate, Customer Service Irvine, CA 92618 Overview Salary Range $32.50 - $32.50 Hourly Position Type Full Time Education Level High School Description Job Title: Senior Associate, Customer Service Role Level: Individual Contributor Supervisor...Hourly payFull timeWork at office- Job Description Job Description Who We Are Established in 1982, the Techko Group has a long history of selling consumer electronics worldwide - from safety products to outdoor solar lights. We look forward to the next forty years where we will continue to uphold...Work at officeWorldwide
$68.6k - $132.1k
...Senior Associate - International Tax At KPMG, you can become an integral part of a dynamic team at one of the world’s top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG’s extensive network of specialists & enjoy access...Temporary workLocal area$102.41k - $218.5k
...culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Senior Associate to join our Mergers & Acquisitions practice. Responsibilities: Advise clients on a full spectrum of corporate tax...Local area$350 per month
...01(k) matching and immediate vesting · Vehicle purchase and lease discounts, plus monthly vehicle allowances by job level: o Associate / Sr. Associate: $350 o Manager / Sr. Manager: $600 o Director: $800 o Executive Director: $900 o VP or Above: $1,000...Immediate start$21 - $22 per hour
...to take their ideas to new heights. Join us as we empower tomorrow's world at work. About the Opportunity As a Front Desk Associate, you'll be the heart and "face" of WeWork's hospitality team as the primary point of contact for our members and guests! While no...Hourly payFull timeWork at officeLocal areaWorldwideFlexible hoursWeekday work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Banker. Be the first to apply!
Related searches
- IT associate Tustin, CA
- design associate Tustin, CA
- drug safety associate Tustin, CA
- benefits associate Tustin, CA
- call center associate Tustin, CA
- public health associate Tustin, CA
- social impact associate Tustin, CA
- general maintenance associate Tustin, CA
- care management associate Tustin, CA
- cash office associate Tustin, CA



