Associate Banker

BMO • Wautoma, WI

403d • $41,715 - $50,000

About The Position

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

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.
• Some experience in consultative customer service or sales roles.
• Basic knowledge of specialized sales and business banking solutions.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• Focus on results and ability to thrive in a consultative sales environment.
• Resourceful self-starter with confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills to build rapport with customers.
• Aptitude for listening, solving problems, and responding creatively to challenges.
• Good verbal and written communication skills.
• Good organization skills.
• Good collaboration and team skills.
• Good analytical and problem-solving skills.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Collaborates with BMO partners to identify referral opportunities.
• Welcomes and guides customers in the branch lobby, offering advice on digital and self-serve options.
• Assists in conducting client conversations about banking services as a lobby leader.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages in needs-based conversations.
• Contributes to meeting branch business results and customer experience.
• Supports operational activities such as inventory management and service requests.
• Acts as a key member of a collaborative branch and market team.
• Probes to understand customer needs and integrates marketing promotions into conversations.
• Organizes work information to ensure accuracy and completeness.
• Takes initiative to find creative approaches for personalizing customer experiences.
• Looks for ways to improve the overall branch customer experience.
• May work at multiple branches based on market needs, with varying schedules.
• Follows through on risk and compliance processes to safeguard customer assets.
• Maintains current knowledge of personal banking products and trends.
• Identifies and reports suspicious activity related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all requirements.
• Completes complex tasks within given rules/limits.
• Analyzes issues and determines next steps, escalating as required.

Benefits

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

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed