Associate Banker

Bank of Montreal • HB Sheboygan Falls, WI

19d

About The Position

The Associate Banker delivers exceptional service to BMO customers and prospects by identifying customer needs and providing guidance on suitable financial solutions. Working collaboratively with branch colleagues and BMO partners, the role helps create a strong customer experience and achieve branch business objectives, including identifying referral opportunities that deepen customer relationships.

The Associate Banker welcomes customers in the branch lobby, guides them toward convenient digital and self-service options, and discusses banking services, personal banking, and investment advice. The role handles customer transactions, reviews customer profiles, discusses everyday banking and credit card needs, and incorporates relevant marketing promotions into conversations. It also supports branch operations, follows up on customer applications and service requests, and contributes to improvements in the customer experience.

The position follows risk, compliance, privacy, and asset-protection policies; keeps current with financial products, industry practices, and regulatory requirements; and reports suspicious activity that may relate to money laundering. Work may take place at multiple branches or through different channels according to market needs, and the weekly schedule may vary in days, hours, and shifts.

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 roles.
• Confident and experienced in using social media, tablets, smartphones, online tools, and applications.
• Basic knowledge of specialized sales and business banking solutions for referrals to specialists.
• Commitment to helping customers and delivering a personal customer experience.
• Ability to thrive in a consultative sales and team-based environment and focus on results.
• Resourcefulness and confidence in approaching customers.
• Ability 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.
• Good verbal and written communication skills.
• Good organizational skills.
• Good collaboration and teamwork skills.
• Good analytical and problem-solving skills.
• For Canada: Registration to sell investment products completed or in progress, with completion required within 12 months where appropriate for the jurisdiction.

Responsibilities

• Deliver exceptional service and provide advice and guidance on financial solutions that are in customers’ best interests.
• Welcome and guide customers in the branch lobby, including advising them on digital and self-service banking options.
• Conduct customer conversations about banking services and recommend alternative channels, personal banking options, and investment advice.
• Complete customer transactions seamlessly and discuss everyday banking plans and credit card needs based on customer profiles.
• Identify referral opportunities and collaborate with BMO partners to grow customer relationships.
• Incorporate marketing promotions and programs into customer conversations and provide strategic advice.
• Contribute to branch business results and the customer experience, including seeking ways to improve customer interactions.
• Support operational activities such as inventory management, escalated service requests, application follow-up, filing, and opening and closing activities.
• Organize work information to ensure accuracy and completeness.
• Follow risk and compliance policies and processes to protect customer assets and privacy and act in customers’ best interests.
• Keep current with financial services products and practices, the legal and regulatory environment, and applicable jurisdictional requirements.
• Identify and report suspicious patterns of activity suspected to be related to money laundering.
• Protect the Bank’s assets and make sound, risk-informed decisions in accordance with applicable policies, laws, and regulations.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• The total compensation package may include performance-based incentives, discretionary bonuses, and other perks and rewards.

What This Job Offers

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