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Associate Banker - Los Angeles (Little Tokyo), CA

$44.3k - $66.4k

BMO U.S.

Part‑time, 32‑hour week position Bilingual in Japanese and English is preferred. 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. Responsibilities 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, offering advice and guidance on available digital and self‑serve options to make banking easy, simple, and fast. 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, follow‑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; schedule may differ by week. Follows through on risk and compliance processes and policies to safeguard customers’ assets, maintain privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and the organization’s commitment to uphold the highest ethical requirements. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity 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 and diverse tasks within given rules and limits. Analyzes issues, determines next steps, and escalates as required. Accepts broader work or accountabilities as needed. Applies risk‑management frameworks to take measured risks while protecting the bank and aligning to business strategy. Qualifications Typically 1–2 years of relevant experience or 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). Confidence and experience in using social media, tablets, smartphones, and 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. 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. Self‑starter with courage, confidence, and resourcefulness when approaching customers. Readiness to collaborate and work in various capacities as part of a team. Strong interpersonal skills, including building rapport and connections with customers. Application of active listening, problem‑solving, and creative responsiveness 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. Salary $44,300.00 – $66,400.00 (Salaried; part‑time hours pro‑rated; may include commission depending on role). Benefits include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Equal Employment Opportunity BMO is a proud 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 providing reasonable accommodations to individuals with disabilities. #J-18808-Ljbffr BMO U.S.

Vacancy posted 10 hours ago
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