Associate Banker

BMO • Carpentersville, 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 advice and guidance on financial solutions that are in customers’ best interests. The role works collaboratively with branch colleagues and BMO partners across channels to provide a strong customer experience and support business objectives. This is a part-time role, typically scheduled for 20 hours per week. Work may take place at multiple branches or through different channels, and schedules may vary from week to week in days, hours, and shifts.

The role welcomes customers in the branch, guides them toward suitable digital and self-service options, conducts banking conversations, provides personal banking and investment advice, and meets transaction needs. It also supports branch operations, follows risk and compliance requirements, protects customer and bank assets, and contributes to business results and ongoing improvements to the customer experience.

Requirements

• Typically 1–2 years of relevant experience and/or certification in a related field, or an equivalent combination of education and experience.
• For Canada roles, registration to sell investment products must be completed or in progress, as appropriate for the jurisdiction; if in progress, it must be completed within 12 months.
• Confident and experienced in using social media, tablets, smartphones, online tools, and applications.
• Some experience in consultative customer service or sales, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer customers to specialists.
• Strong commitment to helping customers and delivering a personal customer experience.
• Results-focused and able to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with the courage and confidence to approach customers.
• Willingness 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 specialized knowledge.
• Good verbal and written communication skills.
• Good organization skills.
• Good collaboration and teamwork skills.
• Good analytical and problem-solving skills.

Responsibilities

• Deliver exceptional service and advice to BMO customers and prospects, identifying needs and recommending appropriate financial solutions.
• Collaborate with BMO partners to identify referral opportunities that expand customer relationships beyond personal banking.
• Welcome and guide customers in the branch lobby, explain available digital and self-service options, and help customers use convenient banking channels.
• Conduct customer conversations about banking services and provide personal banking and investment advice.
• Complete customer transactions seamlessly and review customer profiles to identify needs and opportunities related to everyday banking and credit cards.
• 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, potentially across multiple branches or channels.
• Integrate relevant marketing promotions and programs into customer conversations to provide strategic advice.
• Organize work information accurately and completely, and find creative ways to make customer experiences personal.
• Identify opportunities to improve the overall customer experience and contribute to business results.
• Follow risk and compliance processes and policies to safeguard customer assets and privacy and act in customers’ best interests.
• Stay current on the financial services marketplace, legal and regulatory environment, and personal banking products, practices, and trends.
• Identify and report suspicious activity patterns suspected to be related to money laundering.
• Comply with jurisdictional legal and regulatory requirements and protect bank assets.
• Complete diverse tasks within established rules and limits, analyze issues, determine next steps, and escalate as needed.
• Apply the Risk Management Framework and make sound, risk-informed decisions consistent with business strategy, risk appetite, policies, laws, and regulations.
• Perform other broader work or accountabilities as assigned.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• May include performance-based incentives, discretionary bonuses, and other perks and rewards

What This Job Offers

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