Associate Banker

Job Details Position: Retail Banking Sales & Service (Part time, 25 hrs per week) Location: 300 Anthony Dr. Application Deadline: 07/26/2026 Responsibilities Deliver exceptional service to BMO customers and prospects and identify customer needs to provide advice and guidance regarding financial solutions that are in the best interests of customers. Work collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborate with BMO partners to identify referral opportunities that grow the customer’s relationship with BMO beyond personal banking. Welcome and guide customers as they walk into the branch lobby, offering 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, assist in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meet customer transaction‑based needs with seamless execution. Review customer profiles and engage customers in a needs‑based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contribute to meeting branch business results and the customer experience. Support operational activities such as inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities. Probe to understand customer personal banking and credit card needs and integrate marketing promotions and programs into conversations to provide strategic advice. Organize work information to ensure accuracy and completeness, and take the initiative to find creative approaches that make each customer’s experience feel personal. Look for ways to contribute to the ongoing improvement of the overall customer experience and business results. Work at multiple branches or through various channels based on market needs; schedule may vary week to week. Follow risk and compliance processes and policies to safeguard customers’ assets, maintain privacy, and act in their best interest. Remain current with the financial services marketplace, legal and regulatory environment, and ethical requirements. Maintain knowledge of personal banking products, practices, and trends and integrate them into customer conversations. Identify and report suspicious patterns related to money laundering and comply with legal and regulatory requirements. Complete complex and diverse tasks within given rules/limits and analyze issues to determine next steps, escalating as required. Take measured risks while protecting the bank by applying the Risk Management Framework and acting in line with the Risk Culture and Risk Appetite. Qualifications Typically 1–2 years of relevant experience and/or certification in a related field, 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. Confidence and experience in the use of social media, tablets, smartphones, online tools, and applications. Some experience in 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 and a focus on results. 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. Ability to listen, solve problems, and respond flexibly and creatively to new challenges. Basic specialized knowledge. Good verbal and written communication skills. Good organizational skills. Good collaboration and team skills. Good analytical and problem‑solving skills. Compensation & Benefits Salary: $41,714.00 – $49,000.00 (Salaried, prorated for part‑time hours). May include a commission structure and performance‑based incentives, discretionary bonuses, additional perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. EEO Statement 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. BMO also considers applicants with criminal histories in accordance with applicable federal, state and local law and provides reasonable accommodations to individuals with disabilities. #J-18808-Ljbffr