Associate Banker

BMO • Pasadena, CA

1d • $45,000 - $75,000 • Onsite

About The Position

The Associate Banker delivers exceptional service to BMO customers and prospects by identifying customer needs and providing guidance on financial solutions in their best interests. The role works collaboratively with branch colleagues and BMO partners to create a positive customer experience and achieve business objectives, including identifying referrals that grow customer relationships beyond personal banking.

The Associate Banker welcomes and guides customers in the branch lobby, discusses banking services and digital or self-service options, and provides personal banking and investment advice as appropriate. The role meets transaction needs, reviews customer profiles, and conducts needs-based conversations about everyday banking and credit cards. It also supports branch operations, contributes to business results and continuous improvements in customer experience, and may serve at multiple branches or across channels according to market needs. The schedule is part time at 30 hours per week and may vary from week to week in days, hours, and shifts.

The position follows risk management, compliance, privacy, and asset-protection requirements; keeps current with financial services products and relevant legal and regulatory requirements; and identifies and reports suspicious activity potentially related to money laundering. Broader work or accountabilities may be assigned as needed.

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 use of social media, tablets, smartphones, online tools, and applications.
• Basic knowledge of specialized sales and business banking solutions to refer customers to specialists.
• Passionate commitment to helping customers and delivering a personal customer experience.
• Focus on results and 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.
• 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 teamwork skills.
• Good analytical and problem-solving skills.
• For Canada only, 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 BMO customers and prospects, identifying needs and recommending financial solutions in customers’ best interests.
• Collaborate with BMO partners to identify referrals that grow customer relationships beyond personal banking.
• Welcome and guide customers in the branch lobby and explain available digital and self-service banking options.
• Conduct conversations about banking services, recommend alternative banking channels, and provide personal banking and investment advice as appropriate.
• Meet customers’ transaction-based needs with seamless execution.
• 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 the customer experience.
• Support operational activities such as 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.
• Integrate marketing promotions and programs into customer conversations to provide strategic advice.
• Organize work information to ensure accuracy and completeness.
• Take initiative to make customer experiences personal and contribute to ongoing improvement of the customer experience.
• Work at multiple branches or through various channels when required by market needs.
• 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 applicable ethical requirements.
• Maintain current knowledge of personal banking products, practices, and trends and apply it in customer conversations.
• Identify and report suspicious patterns of activity suspected to be related to money laundering.
• Comply with jurisdictional 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 make sound, risk-informed decisions consistent 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 and discretionary bonuses may be included, depending on position pay type.
• Other perks and rewards may be included.

What This Job Offers

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