Associate Banker

BMO • Sandy, UT

7d • $41,500 - $54,500 • Onsite

About The Position

The Associate Banker delivers exceptional service to BMO customers and prospects by identifying their needs and providing advice and guidance on financial solutions in their best interests. Working collaboratively with branch colleagues and BMO partners, the role supports a strong customer experience and branch business objectives, including identifying referrals that can grow customer relationships beyond personal banking.

The Associate Banker welcomes and guides customers in the branch lobby, recommends appropriate digital and self-service options, discusses banking services and investment advice, and completes customer transactions. The role reviews customer profiles, conducts needs-based conversations about everyday banking and credit card needs, and incorporates relevant promotions and programs into strategic customer advice. It also supports branch operations, contributes to business results and continuous improvement, and may work across multiple branches or channels according to market needs. The schedule is 20 hours per week and may vary from week to week in days, hours, and shifts.

The position follows risk, compliance, privacy, and asset-protection requirements; keeps current with relevant financial products, practices, trends, laws, and regulations; and identifies and reports suspicious activity potentially related to money laundering. It completes complex and diverse tasks within established rules and limits, analyzes issues, and escalates them when required.

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 consultative customer service or sales, with a drive to deliver a personal customer experience.
• Confident and experienced in using social media, tablets, smartphones, online tools, and applications.
• Passionate commitment to helping customers.
• Focus on results and ability to 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.
• Ability to listen, solve problems, and respond flexibly and creatively to new challenges.
• Basic knowledge of specialized sales and business banking solutions 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 only, 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 by identifying their needs and providing appropriate financial advice and guidance.
• Collaborate with branch colleagues and BMO partners to identify referral opportunities and grow customer relationships.
• Welcome and guide customers in the branch lobby, including advising them on digital and self-service banking options.
• Discuss banking services and recommend alternative banking channels, personal banking solutions, and investment advice as appropriate.
• Complete customer transactions seamlessly.
• Review customer profiles and hold needs-based conversations about everyday banking plans and credit card needs.
• Integrate relevant marketing promotions and programs into customer conversations.
• Contribute to branch business results and the customer experience.
• Support operational activities such as inventory management, escalated service requests, application follow-ups, filing, and opening and closing activities.
• Organize work information to ensure accuracy and completeness.
• Find creative ways to make customer experiences personal and contribute to ongoing improvements.
• Follow risk and compliance processes and policies to safeguard customer assets, protect privacy, and act in customers’ best interests.
• Maintain current knowledge of financial services, the legal and regulatory environment, and personal banking products, practices, and trends.
• Identify and report suspicious patterns of activity suspected to be related to money laundering.
• Comply with applicable legal and regulatory requirements and protect the Bank’s assets.
• Analyze issues, determine next steps, and escalate as required.
• Apply the Risk Management Framework and make sound, risk-informed decisions within approved policies and risk appetite.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives, discretionary bonuses, and other perks and rewards may be included in the total compensation package.

What This Job Offers

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