Associate Banker

Application Deadline: 07/30/2026 Address: 210 W. 3rd St. Job Overview 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. Key Responsibilities Act as a lobby leader, assisting 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 customer conversations. Organize work information to ensure accuracy and completeness. Take initiative to find creative approaches that make each customer’s experience feel personal and look for ways to contribute to ongoing improvement. Follow risk and compliance processes and policies to safeguard customers' assets, maintain privacy and act in their best interest. Keep current with the wider financial services marketplace, legal and regulatory environment, and uphold the highest ethical requirements of the industry. Maintain current knowledge of personal banking products, practices, and trends and integrate into customer conversations. Identify and report suspicious patterns of activity that may relate to money laundering. Comply with legal and regulatory requirements for the jurisdiction. Protect the bank's assets in compliance with all regulatory, legal, and ethical requirements. Complete complex and diverse tasks within given rules/limits. Analyze issues and determine next steps, escalating as required. Take measured risks while protecting the bank by applying the Risk Management Framework. Qualifications Typically between 1–2 years of relevant experience and/or certification in a related field of study, 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). Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications. Some experience in a consultative customer service or sales role, 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. Focus on results and 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. Verbal & written communication skills – Good. Organization skills – Good. Collaboration & team skills – Good. Analytical and problem‑solving skills – Good. Salary & Benefits Salary: $41,714.00 – $49,000.00 (Salaried). Will vary based on location, skills, experience, education, and qualifications. May include commission structure. For commission roles, the salary listed represents BMO Financial Group’s expected target for the first year. BMO offers health insurance, tuition reimbursement, accident and life insurance, retirement savings plans, and other perks and rewards. 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 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 email to View email address on click.appcast.io. #J-18808-Ljbffr Bank of Montreal