Associate Banker

Bank of Montreal•HB Vancouver, WA

20d•Onsite

About The Position

The Associate Banker delivers exceptional service to BMO customers and prospects by identifying their needs and providing guidance on financial solutions that serve their best interests. Working collaboratively with branch colleagues and BMO partners, the role supports customer experience and business objectives, identifies referrals, and helps customers use in-branch, digital, and self-service banking options. The Associate Banker welcomes customers in the branch lobby, conducts needs-based conversations, handles transaction needs, and provides personal banking and investment guidance. The role also supports branch operations, contributes to business results, follows risk and compliance requirements, protects customer information and bank assets, and stays informed about personal banking products, industry trends, and regulatory obligations. The employee may work at multiple branches or through different channels according to market needs, and the schedule may vary from week to week.

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 consultative customer service or sales, with a drive to deliver a personal customer experience.
Confident and experienced use of social media, tablets, smartphones, online tools, and applications.
Passionate 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 confidence in approaching customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills and ability to build rapport and connections with customers.
Listening, problem-solving, and flexible, creative responses to new challenges.
Basic knowledge of specialized sales and business banking solutions for referring customers to specialists.
Good verbal and written communication skills.
Good organization skills.
Good collaboration and teamwork skills.
Good analytical and problem-solving skills.
For Canada-based roles, registration to sell investment products must be completed or in progress and completed within 12 months, as appropriate for the jurisdiction.

Responsibilities

Deliver exceptional service to customers and prospects by identifying their needs and providing appropriate financial guidance.
Welcome and guide customers in the branch lobby, including advising them about digital and self-service banking options.
Conduct needs-based conversations about banking services, everyday banking plans, credit cards, and available personal banking or investment advice.
Complete customer transactions seamlessly and identify opportunities to refer customers to BMO partners and specialists.
Contribute to branch business results and the customer experience by integrating relevant marketing promotions and programs into conversations.
Support branch operations, including inventory management, escalated service requests, application follow-ups, filing, and opening and closing activities.
Organize work information to ensure accuracy and completeness, and seek creative ways to improve the customer experience.
Follow risk, compliance, legal, and regulatory processes and policies; protect customer privacy and bank assets.
Identify and report suspicious activity patterns suspected to be related to money laundering.
Maintain current knowledge of personal banking products, practices, trends, and the financial services marketplace.
Collaborate with branch and market teams and take on broader work or accountabilities as needed.