Associate Banker

BMO • Aurora, IL

7d • $41,500 - $60,500 • Onsite

About The Position

The Associate Banker delivers exceptional service to BMO customers and prospects by identifying customer needs and providing guidance on financial solutions that are in customers’ best interests. Working collaboratively within the branch and with BMO partners, the role supports customer relationships, branch business results, and a seamless customer experience. The Associate Banker welcomes customers in the lobby, recommends digital and self-service options, conducts conversations about banking services, and meets transaction needs. The position may involve working at multiple branches or through various channels, with a schedule that can vary from week to week in days, hours, and shifts. This is a part-time role, typically scheduled for 30 hours per week.

The role also supports branch operations and risk management. The Associate Banker follows applicable risk and compliance policies, protects customer privacy and bank assets, stays current on financial products and regulatory requirements, and identifies and reports suspicious activity. Broader work or accountabilities may be assigned as needed.

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, 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.
• Focus on results 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, including the ability to build rapport and connections with customers.
• Aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Basic specialized knowledge.
• Good verbal and written communication skills.
• Good organizational skills.
• Good collaboration and teamwork skills.
• Good analytical and problem-solving skills.

Nice To Haves

• Basic knowledge of specialized sales and business banking solutions to refer customers to specialists.
• For Canada: registration to sell investment products completed or in progress; if in progress, it must be completed within 12 months, as appropriate for the jurisdiction.

Responsibilities

• Collaborate with BMO partners to identify referral opportunities and grow customer relationships beyond personal banking.
• Welcome and guide customers in the branch lobby, recommending digital and self-service options.
• Conduct customer conversations about banking services and recommend alternative banking channels, personal banking solutions, and investment advice.
• Meet customer transaction needs with seamless execution.
• Review customer profiles and discuss everyday banking plans, credit card needs, and other potential opportunities.
• Contribute to branch business results and customer experience goals.
• Support operational activities such as inventory management, escalated service requests, application follow-ups, 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.
• Understand customer needs and integrate relevant marketing promotions and programs into conversations.
• Organize work information to ensure accuracy and completeness, and seek creative ways to make customer experiences personal.
• Identify opportunities to improve the overall customer experience.
• Follow risk and compliance processes and policies to safeguard customer assets, maintain privacy, and act in customers’ best interests.
• Keep current with the financial services marketplace, legal and regulatory environment, and ethical requirements.
• Maintain knowledge of personal banking products, practices, and trends and apply it in customer conversations.
• Identify and report suspicious patterns of activity suspected to be related to money laundering.
• Comply with jurisdictional legal and regulatory requirements and protect the Bank’s assets.
• Complete complex and 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 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 depending on the position’s pay type.

What This Job Offers

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