Associate Banker

BMO • Torrance, CA

8d • $45,000 - $75,000

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 across the branch and with BMO partners, the role supports customer experience and business objectives, including identifying referral opportunities beyond personal banking. The Associate Banker welcomes and guides customers in the branch, introduces digital and self-service options, conducts conversations about banking services, and provides personal banking and investment advice. The position also meets transaction needs, reviews customer profiles to identify opportunities involving everyday banking and credit cards, and supports branch operations and results.

The role may involve working at multiple branches or through different channels according to market needs. Schedules may vary from week to week in days, hours, and shifts. The Associate Banker follows risk, compliance, privacy, and asset-protection requirements; stays informed about products, practices, trends, and the regulatory environment; and identifies and reports suspicious activity. Additional work or accountabilities may be assigned as needed.

This is a part-time position scheduled for 32 hours per week. The listed salary range is $45,000–$75,000, with part-time salaries prorated based on regularly worked hours. Compensation may vary by qualifications and other factors and may include commissions, performance-based incentives, discretionary bonuses, and other rewards. BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. The position is based at 23330 Hawthorne Blvd.; the posting does not specify a workplace type.

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.
• For Canada only, registration to sell investment products must be completed or in progress and completed within 12 months, as appropriate for the jurisdiction.
• Confidence and experience using social media, tablets, smartphones, online tools, and applications.
• Some experience in consultative customer service or sales, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions for referrals to specialists.
• Commitment to helping customers and delivering a personal customer experience.
• Results focus and ability to thrive in a consultative sales and team-based environment.
• Resourceful, self-starting approach 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 ability to respond 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.

Responsibilities

• Collaborate with BMO partners to identify referrals that grow customer relationships beyond personal banking.
• Welcome and guide customers in the branch lobby, including advising on digital and self-service options.
• Discuss banking services and recommend alternative banking channels; provide personal banking and investment advice.
• Execute customer transactions seamlessly.
• Review customer profiles and hold needs-based conversations to identify opportunities and address everyday banking and credit card needs.
• Contribute to branch business results and customer experience.
• Support operational activities, including inventory management, escalated service requests, application follow-up, filing, and opening and closing activities.
• Work as a collaborative and versatile member of the branch and market team.
• Use marketing promotions and programs in customer conversations to provide strategic advice about personal banking and credit card needs.
• Organize work information accurately and completely, and seek creative ways to personalize and improve customer experiences.
• Follow risk and compliance processes, protect customer assets and privacy, and act in customers’ best interests.
• Keep current with the financial services marketplace, legal and regulatory environment, and personal banking products, practices, and trends.
• Identify and report suspicious activity patterns suspected to be related to money laundering.
• Protect the Bank’s assets and comply with applicable legal, regulatory, and ethical requirements.
• 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 in line with business strategy, approved risk appetite, policies, laws, and regulations.

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 the total compensation package.

What This Job Offers

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