Associate Banker

BMO • Muskego, WI

6d • $41,500 - $54,500

About The Position

The Associate Banker delivers exceptional service to BMO customers and prospects by identifying customer needs and providing advice and guidance on appropriate financial solutions. Working collaboratively with branch colleagues and BMO partners, the role supports customer relationships, branch business objectives, and a personal, seamless banking experience. This is a part-time role, typically scheduled for 20 hours per week. The employee may work at multiple branches or through different channels according to market needs, and the schedule may vary from week to week in days, hours, and shifts.

The role includes welcoming customers, guiding them to digital and self-service options, discussing banking services and alternative channels, providing personal banking and investment guidance, and meeting transaction needs. The Associate Banker identifies opportunities through needs-based conversations about everyday banking plans and credit cards, and refers customers to specialists as appropriate. The role also supports branch operations, customer applications, inventory management, service requests, and opening and closing activities.

The Associate Banker follows risk, privacy, compliance, and regulatory requirements; protects bank assets; and reports suspicious activity that may relate to money laundering. The role requires current knowledge of personal banking products and practices, sound risk-informed decision-making, and a commitment to improving customer experience and contributing to business results. Broader work or accountabilities may be assigned as needed.

BMO describes its compensation and benefits as varying by pay type and individual factors. The advertised salary range is $41,500 to $54,500, with part-time salaries prorated based on regularly worked hours. The total compensation package may include incentives, discretionary bonuses, and other rewards. Listed benefits include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. BMO also describes training, coaching, manager support, and network-building opportunities.

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 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 courage and 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 specialized knowledge.
• Good verbal and written communication skills.
• Good organization skills.
• Good collaboration and team 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 only, registration to sell investment products completed or in progress; registration must be completed within 12 months, as appropriate for the jurisdiction.

Responsibilities

• Deliver exceptional service and identify customer needs, providing guidance on financial solutions in customers’ best interests.
• Collaborate with BMO partners to identify referral opportunities and grow customer relationships beyond personal banking.
• Welcome and guide customers in the branch lobby, including explaining digital and self-service options.
• Discuss banking services and alternative channels, and provide personal banking and investment advice as appropriate.
• Meet customers’ transaction-based needs with seamless execution.
• Review customer profiles and conduct needs-based conversations about everyday banking plans 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 approaches to make customer experiences personal and contribute to ongoing customer-experience improvements.
• 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 industry ethical requirements.
• Maintain current knowledge of personal banking products, practices, and trends and incorporate it into customer conversations.
• Identify and report suspicious patterns of activity suspected to relate 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 aligned with business strategy, approved risk appetite, policies, laws, and regulations.
• Perform broader work or accountabilities as assigned.

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 total compensation.
• Training and coaching, manager support, and network-building opportunities.

What This Job Offers

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