Associate Banker

BMO • Mesa, AZ

15d • $41,500 - $54,500 • Onsite

About The Position

The Associate Banker delivers exceptional service to BMO customers and prospects by identifying customer needs and providing advice and guidance on financial solutions in customers’ best interests. The role works collaboratively with branch colleagues and BMO partners across channels to create a positive customer experience and achieve business objectives. It welcomes and guides customers in the branch, advises on digital and self-service options, conducts conversations about banking services and personal banking and investment advice, and meets transaction needs. The position also supports branch operations, contributes to business results and customer experience improvements, and follows risk, compliance, privacy, and asset-protection requirements. The position is part time, scheduled for 30 hours per week. The employee may work at multiple branches or through different channels according to market needs, and the schedule may vary by week 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 and a drive to deliver a personal customer experience.
• Confident and experienced using social media, tablets, smartphones, online tools, and applications.
• Basic knowledge of specialized sales and business banking solutions for referrals to specialists.
• Passionate 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-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 organizational 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 must be completed within 12 months, as appropriate for the jurisdiction.

Responsibilities

• Collaborate with BMO partners to identify referrals that grow customers’ relationships with BMO beyond personal banking.
• Welcome and guide customers in the branch lobby and advise them on available digital and self-service options.
• Lead lobby conversations about banking services, recommend alternative banking channels, and provide personal banking and investment advice.
• Execute customer transactions seamlessly.
• Review customer profiles and conduct needs-based conversations to identify opportunities and address everyday banking plans and credit card needs.
• Contribute to branch business results and the 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.
• Understand customers’ personal banking and credit card needs and incorporate marketing promotions and programs into advice.
• Organize work information to ensure accuracy and completeness.
• Find creative approaches to personalize customer experiences and contribute to ongoing customer experience improvements.
• Follow risk and compliance processes and policies to safeguard customer assets, protect privacy, and act in customers’ best interests.
• Stay current with the financial services marketplace, the legal and regulatory environment, and industry ethical requirements.
• Maintain current knowledge of personal banking products, practices, and trends and incorporate it into customer conversations.
• Identify and report suspicious activity patterns suspected to be related to money laundering.
• Comply with legal and regulatory requirements for the jurisdiction and protect the Bank’s assets.
• Complete complex and diverse tasks within established rules and limits; analyze issues, determine next steps, and escalate when required.
• Apply the Risk Management Framework and make sound, risk-informed decisions aligned with business strategy, approved risk appetite, policies, laws, and regulations.
• Undertake broader work or accountabilities as assigned.

Benefits

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

What This Job Offers

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