Associate Banker

BMO • Milwaukee, WI

23d • $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 appropriate financial solutions. The role works collaboratively within the branch and with BMO partners across channels to provide a positive customer experience and achieve business objectives. It welcomes and guides customers in the branch, explains digital and self-service options, supports transaction needs, and discusses personal banking, investment, and credit card needs. The Associate Banker contributes to branch results, customer experience improvements, and operational activities while following risk, compliance, privacy, legal, and ethical requirements. The role may be assigned across multiple branches or channels according to market needs, and its schedule may vary from week to week in days, hours, and shifts.

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.
• Basic knowledge of specialized sales and business banking solutions for referring customers to specialists.
• Commitment to helping customers and delivering a personal customer experience.
• Ability to focus on results and thrive in a consultative sales and team-based environment.
• Resourcefulness and initiative, 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 connect with customers.
• Ability to listen, solve problems, and respond flexibly and creatively to new challenges.
• Good verbal and written communication skills.
• Good organization skills.
• Good collaboration and teamwork skills.
• Good analytical and problem-solving skills.
• Canada only: Registration to sell investment products must be completed or in progress, and completed within 12 months, as appropriate for the jurisdiction.

Responsibilities

• Collaborate with BMO partners to identify referral opportunities and grow customers’ relationships with BMO beyond personal banking.
• Welcome and guide customers in the branch lobby and advise them on digital and self-service banking options.
• Conduct customer conversations about banking services, recommend alternative banking channels, and provide personal banking and investment advice.
• Meet customers’ transaction-based needs with seamless execution.
• Review customer profiles and hold needs-based conversations to identify opportunities and address 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-ups, filing, and opening and closing activities.
• Work as a collaborative and versatile member of branch and market teams.
• Understand personal banking and credit card needs, and incorporate marketing promotions and programs into customer conversations to provide strategic advice.
• Organize work information to ensure accuracy and completeness.
• Find creative ways to personalize customer experiences and contribute to ongoing improvements in 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, 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.
• 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 aligned with business strategy, approved risk appetite, policies, laws, and regulations.
• Perform broader work or accountabilities as assigned.

Benefits

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

What This Job Offers

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