Associate Banker

Bank of Montreal • Greenwood Village, CO

13d • Onsite

About The Position

The Associate Banker delivers exceptional service to BMO customers and prospects, identifies customer needs, and offers advice and guidance on financial solutions in customers’ best interests. Working collaboratively within the branch and with BMO partners, the role supports a positive customer experience and contributes to business objectives and customer relationship growth.

The position welcomes and guides customers in the branch lobby, discusses banking services and digital or self-service options, and meets transaction-based needs. It reviews customer profiles and uses needs-based conversations to identify opportunities involving everyday banking, credit cards, and referrals to specialized banking or investment partners. The role also supports branch operations, contributes to business results, and helps improve the customer experience.

The Associate Banker follows risk, compliance, privacy, and asset-protection requirements; stays current on relevant products, practices, market developments, and regulations; and identifies and reports suspicious activity. Work may take place at multiple branches or through different channels according to market needs. The schedule is part-time at 20 hours per week and may vary from week to week in days, hours, and shifts.

Requirements

• Typically 1–2 years of relevant experience and/or certification in a related field of study, or an equivalent combination of education and experience.
• Some experience in consultative customer service or sales, with a drive to deliver a personal customer experience.
• Confident and experienced using social media, tablets, smartphones, online tools, and applications.
• Passionate commitment to helping customers and delivering a personal customer experience.
• Ability to focus on results and thrive in a consultative sales and team-based environment.
• Resourceful self-starter with the confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• Listening, problem-solving, and flexible, creative responses to new challenges.
• Basic knowledge of specialized sales and business banking solutions in order to refer customers to specialists.
• Good verbal and written communication skills.
• Good organization skills.
• Good collaboration and team skills.
• Good analytical and problem-solving skills.
• For Canada: Registration to sell investment products must be completed or in progress, and completed within 12 months, as appropriate for the jurisdiction.

Responsibilities

• Deliver exceptional service to customers and prospects and recommend financial solutions that are in their best interests.
• Welcome and guide customers in the branch lobby, discuss banking services, and explain digital and self-service options.
• Conduct needs-based conversations about personal banking, everyday banking plans, and credit card needs.
• Meet customers’ transaction-based needs with seamless execution.
• Collaborate with BMO partners to identify referral opportunities and grow customer relationships.
• Contribute to branch business results and the customer experience.
• Support operational activities such as inventory management, escalated service requests, application follow-up, filing, and opening and closing activities.
• Organize work information to ensure accuracy and completeness, and seek creative ways to improve each customer’s experience.
• Follow risk and compliance processes and policies to safeguard customer assets, maintain privacy, and act in customers’ best interests.
• Maintain current knowledge of financial services, personal banking products and practices, and the legal and regulatory environment.
• Identify and report suspicious patterns of activity suspected to be related to money laundering.
• Protect the Bank’s assets and comply with applicable legal, regulatory, and ethical requirements.
• Analyze issues, determine next steps, and escalate as required.
• Apply the Risk Management Framework and make sound, risk-informed decisions consistent with the Bank’s policies, laws, regulations, and approved Risk Appetite.
• Work at multiple branches or through different channels as market needs require.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• The total compensation package may include performance-based incentives, discretionary bonuses, perks, and rewards.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed