De Novo Associate Banker
$43.1k - $58.3kBank of Montreal
Application Deadline: 07/19/2026 Address: 11010 Bollinger Canyon Rd Position Overview Associate Banker – supports our DeNovo branch expansion, helping launch new locations, shape team culture, and drive client growth from day one. Responsibilities Deliver exceptional service to BMO customers and prospects. Identify customer needs and provide advice on financial solutions. Collaborate within the branch and with BMO partners across channels to achieve business objectives. Identify referral opportunities that deepen the customer relationship beyond personal banking. Welcome and guide customers in the lobby, offering advice on digital and self‑serve options to make banking easy, simple and fast. Assist in client conversations, recommend alternative banking channels and provide personal banking and investment advice. Meet transaction‑based needs with seamless execution. Review customer profiles, engage in needs‑based conversations and identify opportunities for everyday banking and credit card needs. Contribute to meeting branch business results and enhancing the customer experience. Support operational activities such as inventory management, escalated service requests, and completion of customer applications. Probe for personal banking and credit card needs and integrate marketing promotions into conversations. Organize work information to ensure accuracy and completeness. Find creative approaches that provide a personal experience for each customer. Continuously improve the overall customer experience. Follow risk and compliance processes and policies to safeguard customers’ assets and privacy. Stay current with the financial services marketplace, legal and regulatory environment, and industry ethical requirements. Maintain current knowledge of personal banking products, practices and trends. Identify and report suspicious activity that may be related to money laundering. Comply with legal and regulatory requirements for the jurisdiction. Complete complex and diverse tasks within given rules and limits. Analyze issues, determine next steps, and escalate as required. Act in line with the Risk Management Framework, risk culture, policies, laws and regulations. Qualifications 1–2 years of relevant experience and/or certification, 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). Proficiency with social media, tablets, smartphones, online tools and applications. Experience in consultative customer service or sales roles. Basic knowledge of specialized sales and business banking solutions. Passionate commitment to delivering a personal customer experience. Results‑focused and able 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, ability to build rapport and connections with customers. Aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Good verbal and written communication skills. Good organization skills. Good collaboration and team skills. Good analytical and problem‑solving skills. Compensation Salary: $43,100.00 – $58,300.00 (Salaried). The range may vary based on location, skills, experience and qualifications and may include a commission structure. Benefits Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Performance‑based incentives, discretionary bonuses, and other perks and rewards. To view more details of our benefits, please visit: Equal Employment Opportunity 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 provides reasonable accommodations to individuals with disabilities. #J-18808-Ljbffr Bank of Montreal
$43.1k - $58.3k
Join us in building something new. This Associate Banker requisition supports our DeNovo branch expansion, where you'll have the opportunity to help launch new locations, shape team culture, and drive client growth from day one. We're looking for individuals who bring...SuggestedPart timeLocal areaDay shift$43.1k - $58.3k
The Bank of Montreal is seeking an Associate Banker in San Ramon, California, to support our DeNovo branch expansion. This role involves delivering exceptional service, identifying client needs for financial solutions, and collaborating with internal teams to drive client...Suggested$45.9k - $75.9k
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$43.1k - $58.3k
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$43.68k - $69.9k
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