Associate Banker

BMO • Sonoma, CA

375d • $41,715 - $49,000

About The Position

The Associate Banker role at BMO involves delivering exceptional service to customers and prospects, identifying their financial needs, and providing tailored advice and guidance. This position requires collaboration with branch partners to enhance customer relationships and achieve business objectives, while also supporting operational activities and ensuring compliance with regulations.

Requirements

• Typically between 1 - 2 years of relevant experience or certification in a related field.
• Confident in using social media, tablets, smartphones, and online tools.
• Experience in consultative customer service or sales roles.
• Basic knowledge of specialized sales and business banking solutions.
• Strong interpersonal skills to build rapport with customers.
• Aptitude for listening, problem-solving, and responding creatively.
• Good verbal and written communication skills.
• Good organizational skills and analytical problem-solving abilities.

Nice To Haves

• Experience in a consultative sales environment.
• Knowledge of investment products (for Canada only).
• Ability to thrive in a team-based environment.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and provide advice on financial solutions.
• Collaborate with branch partners to enhance customer experience.
• Guide customers in the branch lobby and offer digital banking options.
• Conduct client conversations about banking services and recommend alternatives.
• Meet customer transaction needs with seamless execution.
• Engage customers in needs-based conversations to identify opportunities.
• Support operational activities such as inventory management and service requests.
• Act as a key member of a collaborative branch team.
• Integrate marketing promotions into customer conversations.
• Organize work information for accuracy and completeness.
• Find creative approaches to enhance customer experience.
• Contribute to branch business results and overall customer experience.
• Follow risk and compliance processes to safeguard customer assets.
• Maintain knowledge of personal banking products and trends.
• Identify and report suspicious activity related to money laundering.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees