Associate Banker

Bank of Montreal • Superior, WI

23d

About The Position

The Associate Banker delivers exceptional service to BMO customers and prospects by understanding their needs and providing advice and guidance on appropriate financial solutions. The role works collaboratively with branch colleagues and BMO partners to create a positive customer experience, meet business objectives, and identify opportunities to deepen customer relationships beyond personal banking.

As a lobby leader, the Associate Banker welcomes customers, guides them to suitable digital and self-service options, discusses banking services and alternative channels, and provides personal banking and investment guidance. The role handles customer transactions, reviews profiles, conducts needs-based conversations about everyday banking and credit cards, and incorporates relevant marketing programs into customer interactions. It also supports branch operations, contributes to business results and customer-experience improvements, and may work at multiple branches or through different channels according to market needs. Schedules can vary from week to week in days, hours, and shifts.

The position follows risk, compliance, privacy, legal, and ethical requirements to safeguard customer assets and the Bank. The Associate Banker stays informed about financial products, industry practices, trends, and regulations; identifies and reports suspicious activity potentially related to money laundering; and applies BMO's Risk Management Framework when making decisions. The role typically requires 1–2 years of relevant experience and/or related certification, or an equivalent combination of education and experience. This is a part-time position, typically scheduled for 20 hours per week.

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.
• A strong commitment to helping customers and delivering a personal customer experience.
• Results orientation and the ability to thrive in a consultative sales and team-based environment.
• Resourcefulness and initiative, with the confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills and the ability to build rapport and connections with customers.
• Listening, problem-solving, and flexible, creative responses 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.
• For roles in Canada, 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 and advice to BMO customers and prospects based on their financial needs and best interests.
• Collaborate with branch colleagues and BMO partners to achieve business objectives and provide a strong customer experience.
• Identify referral opportunities that can grow customer relationships beyond personal banking.
• Welcome and guide customers in the branch lobby, including advising them about digital and self-service banking options.
• Discuss banking services and alternative channels, and provide personal banking and investment advice.
• Complete customer transactions seamlessly.
• Review customer profiles and conduct needs-based conversations about everyday banking plans and credit card needs.
• Support branch business results and customer-experience goals.
• Support operational activities such as inventory management, escalated service requests, application follow-up, filing, and opening and closing activities.
• Integrate marketing promotions and programs into customer conversations to provide strategic advice.
• Organize work information to ensure accuracy and completeness, and seek creative ways to make customer experiences personal.
• Contribute to ongoing improvements in the customer experience and to overall business results.
• Work across multiple branches or channels as needed by the market, with a schedule that may vary week to week.
• Follow risk and compliance policies and processes to protect customer assets and privacy and act in customers' best interests.
• Maintain current knowledge of the financial services marketplace, legal and regulatory requirements, personal banking products, practices, and trends.
• Identify and report suspicious patterns of activity suspected to be related to money laundering.
• Protect Bank assets and comply with applicable regulatory, legal, ethical, and risk-management requirements.
• Complete diverse tasks within established rules and limits, analyze issues, determine next steps, and escalate as needed.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives and discretionary bonuses may be included, depending on the position's pay type.
• 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