Associate Banker

BMO • Berwyn, IL

1d • $41,500 - $60,500

About The Position

The Associate Banker delivers exceptional service to BMO customers and prospects by identifying their needs and providing guidance on financial solutions that are in their best interests. Working collaboratively with branch colleagues and BMO partners, the role supports customer relationships, branch business objectives, and a positive customer experience. It welcomes and guides customers in the lobby, discusses banking services and digital self-service options, meets transaction needs, and identifies opportunities related to personal banking and credit cards.

The role also supports branch operations, contributes to business results, and follows risk, privacy, legal, and compliance requirements. It may involve working at multiple branches or through different channels depending on market needs; schedules may vary from week to week. This is a part-time position, typically scheduled for 20 hours per week.

Requirements

• Typically 1–2 years of relevant experience and/or certification in a related field, or an equivalent combination of education and experience.
• Some experience in a consultative customer service or sales role.
• For Canada-based applicants, registration to sell investment products must be completed or in progress and completed within 12 months, as appropriate for the jurisdiction.
• Confidence and experience using social media, tablets, smartphones, online tools, and applications.
• Basic knowledge of specialized sales and business banking solutions for referrals to specialists.
• Commitment to helping customers and delivering a personal customer experience.
• Results orientation and ability to thrive in a consultative sales and team-based environment.
• Resourcefulness and initiative, including confidence approaching customers.
• Ability 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 ability to respond flexibly and creatively to new challenges.
• Basic specialized knowledge.
• Good verbal and written communication skills.
• Good organization skills.
• Good collaboration and teamwork skills.
• Good analytical and problem-solving skills.
• Ability to work varying days, hours, and shifts and potentially at multiple branches or through different channels, based on market needs.

Responsibilities

• Collaborate with BMO partners to identify referral opportunities and grow customers’ relationships with BMO.
• Welcome and guide customers in the branch lobby, including advising them about digital and self-service banking options.
• Conduct customer conversations about banking services and recommend alternative channels, personal banking options, and investment advice.
• Execute customer transactions seamlessly.
• Review customer profiles and hold needs-based conversations to identify opportunities and address everyday banking and credit card needs.
• 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.
• Integrate marketing promotions and programs into customer conversations to provide strategic advice.
• Organize work information to ensure accuracy and completeness.
• Find creative ways to make customer experiences personal and contribute to improving the overall customer experience.
• Follow risk and compliance processes and policies to safeguard customer assets, maintain privacy, and act in customers’ best interests.
• Maintain knowledge of the financial services marketplace, legal and regulatory environment, personal banking products, practices, and trends.
• Identify and report suspicious activity patterns that may 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.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans
• Performance-based incentives and discretionary bonuses may be included in the total compensation package, depending on the pay type.

What This Job Offers

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