Associate Banker

BMO • Joliet, IL

1d • $41,500 - $60,500

About The Position

The Associate Banker delivers exceptional service to BMO customers and prospects by identifying customer needs and providing guidance on financial solutions in the customers’ best interests. The role works collaboratively with branch colleagues and BMO partners to provide a positive customer experience and achieve business objectives. It is a part-time position, typically scheduled for 20 hours per week; assignments may involve multiple branches or channels, and schedules may vary from week to week.

The Associate Banker welcomes and guides customers in the branch lobby, supports transaction needs, and discusses personal banking, credit card, and investment-related services. The role also contributes to branch operations and business results while following risk, privacy, legal, regulatory, and ethical requirements. Other duties may be assigned as needed.

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 a consultative customer service or sales role.
• Confident and experienced using social media, tablets, smartphones, online tools, and applications.
• Commitment to helping customers and delivering a personal customer experience.
• Results focus and ability to thrive in a consultative sales and team-based 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 and ability to build rapport and connections with customers.
• Listening, problem-solving, and flexibility to respond creatively to new challenges.
• Basic specialized knowledge.
• Good verbal and written communication skills.
• Good organization skills.
• Good collaboration and team skills.
• Good analytical and problem-solving skills.
• For Canada only, registration to sell investment products must be completed or in progress, and completed within 12 months, as appropriate for the jurisdiction.

Nice To Haves

• Basic knowledge of specialized sales and business banking solutions to refer customers to specialists.

Responsibilities

• Collaborate with BMO partners to identify opportunities to refer customers and grow their relationships beyond personal banking.
• Welcome and guide customers in the branch lobby and explain digital and self-service banking options.
• Conduct customer conversations about banking services, recommend alternative channels, and provide personal banking and investment advice.
• Meet customers’ transaction-based needs with seamless execution.
• Review customer profiles and hold needs-based conversations about everyday banking plans and credit card needs.
• Contribute to branch business results and the customer experience.
• Support operational activities, including inventory management, escalated service requests, application follow-up, filing, and opening and closing activities.
• Work as a collaborative and versatile member of the branch and market team.
• Identify customer needs and integrate marketing promotions and programs into conversations to provide strategic advice.
• Organize work information to ensure accuracy and completeness.
• Find creative approaches to personalize customer experiences and contribute to ongoing improvements.
• Follow risk and compliance processes and policies to safeguard customer assets, maintain privacy, and act in customers’ best interests.
• Stay informed about the financial services marketplace, legal and regulatory requirements, personal banking products, practices, and trends.
• Identify and report suspicious activity patterns suspected to be related to money laundering.
• Protect the Bank’s assets and comply with applicable legal, regulatory, and ethical requirements.
• Complete complex and diverse tasks within established rules and limits; analyze issues, determine next steps, and escalate as required.
• Apply the Risk Management Framework and make sound, risk-informed decisions aligned with business strategy, approved risk appetite, policies, laws, and regulations.
• Perform other broader work or accountabilities as assigned.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans
• Performance-based incentives, discretionary bonuses, and other perks and rewards may be included depending on the position’s pay type

What This Job Offers

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