BMO-posted about 1 year ago
$41,715 - $50,000/Yr
Part-time • Entry Level
Albuquerque, NM
Credit Intermediation and Related Activities

The Associate Banker position at BMO is a part-time role focused on delivering exceptional customer service and financial solutions to clients. The role involves collaborating with branch partners to enhance customer relationships, guiding clients through banking services, and supporting operational activities within the branch. The Associate Banker is expected to engage with customers, identify their needs, and provide personalized banking advice while contributing to the overall business objectives of the branch.

  • Deliver exceptional service to BMO customers and prospects.
  • Identify customer needs and provide advice on financial solutions.
  • Collaborate with BMO partners to identify referral opportunities.
  • Welcome and guide customers in the branch lobby.
  • Assist in conducting client conversations about banking services.
  • Meet customer transaction-based needs with seamless execution.
  • Review customer profiles and engage in needs-based conversations.
  • Support operational activities such as inventory management and escalated service requests.
  • Act as a key member of a collaborative branch team.
  • Integrate marketing promotions into customer conversations.
  • Organize work information to ensure accuracy and completeness.
  • Find creative approaches to enhance customer experience.
  • Contribute to branch business results and customer experience.
  • Follow through on risk and compliance processes.
  • Maintain current knowledge of personal banking products and trends.
  • Identify and report suspicious activity related to money laundering.
  • Typically between 1 - 2 years of relevant experience or certification in a related field.
  • Confident in using social media, tablets, smartphones, and online tools.
  • Some experience in consultative customer service or sales roles.
  • Basic knowledge of specialized sales and business banking solutions.
  • Strong interpersonal skills and ability to build rapport with customers.
  • Aptitude for listening, solving problems, and responding flexibly to challenges.
  • Good verbal and written communication skills.
  • Good organizational skills and collaboration skills.
  • Good analytical and problem-solving skills.
  • Experience in a consultative sales environment.
  • Knowledge of personal banking products and services.
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
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