Associate Banker

BMO • Rockford, IL

7d • $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 financial solutions that are in customers’ best interests. The role works collaboratively within the branch and with BMO partners across channels to create a positive customer experience and achieve business objectives. This is a part-time position, typically scheduled for 20 hours per week. The work schedule may vary from week to week, and the position may involve working at multiple branches or through different channels based on market needs.

The Associate Banker welcomes and guides customers in the branch lobby, helps them use digital and self-service options, and conducts conversations about banking services, personal banking, investments, and credit card needs. The role supports transactions, referrals, branch business results, and operational activities while following risk, compliance, legal, and regulatory requirements. It also requires maintaining current knowledge of personal banking products, industry practices, trends, and the financial services environment.

BMO provides training, coaching, manager support, and network-building opportunities. The job posting lists a salary range of $41,500 to $54,500; pay for part-time roles is prorated based on regularly worked hours. Total compensation may include performance-based incentives, discretionary bonuses, and other rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

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 roles.
• Confident and experienced using social media, tablets, smartphones, online tools, and applications.
• Passionate commitment to helping customers and delivering a personal customer experience.
• Results-focused, with the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with the 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.
• Listening, problem-solving, and flexible, creative responses to new challenges.
• Basic specialized knowledge, including basic knowledge of specialized sales and business banking solutions for referral to specialists.
• Good verbal and written communication skills.
• Good organization skills.
• Good collaboration and teamwork skills.
• Good analytical and problem-solving skills.
• For Canada: registration to sell investment products must be completed or in progress, as appropriate for the jurisdiction; any registration in progress must be completed within 12 months.

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, advising them on digital and self-service banking options.
• Conduct customer conversations about banking services and recommend alternative channels while providing 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 such as inventory management, escalated service requests, following up on customer applications, filing, and opening and closing activities.
• Work as a collaborative and versatile member of the branch and market team.
• Understand customers’ personal banking and credit card needs and incorporate relevant promotions and programs into customer conversations.
• Organize work information to ensure accuracy and completeness.
• Find creative ways to make each customer’s experience personal and contribute to ongoing improvements in the customer experience.
• Follow risk and compliance processes and policies to safeguard customer assets, maintain privacy, and act in customers’ best interests.
• Stay 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 integrate that knowledge into customer conversations.
• Identify and report suspicious activity patterns 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 required.
• Apply BMO’s Risk Management Framework and Risk Culture, make sound risk-informed decisions within approved Risk Appetite, and follow applicable policies, standards, procedures, 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 and discretionary bonuses 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