Associated Bank - Banker

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.

inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).

Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.

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.

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.

Complies with legal and regulatory requirements for the jurisdiction.

Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.

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, 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.

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, 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.

Resourceful self‑starter with courage and confidence to approach customers.

Strong interpersonal skills, including the ability to build rapport and connections with customers.

BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. 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 BMOCareers.