Associate Banker

BMO•Greenwood Village, CO

14d•$41,500 - $60,500•Onsite

About The Position

The Associate Banker delivers exceptional service to BMO customers and prospects by identifying customer needs and offering advice and guidance on financial solutions in customers’ best interests. The role works collaboratively with branch colleagues and BMO partners across channels to provide a strong customer experience and contribute to business objectives. This is a part-time position scheduled for 20 hours per week. The employee may work at multiple branches or through different channels as market needs require; weekly schedules may vary by days, hours, and shifts. The position welcomes and guides customers in the branch lobby, helps them use digital and self-service options, conducts conversations about banking services, and meets transaction needs. It reviews customer profiles, identifies everyday banking and credit card needs, and refers customers to specialists and partners for broader financial solutions. The Associate Banker also supports branch operations, follows risk and compliance requirements, protects customer privacy and bank assets, and contributes to ongoing improvements in the customer experience. The role requires keeping current with personal banking products and practices, the financial services marketplace, and applicable legal and regulatory requirements. It includes recognizing and reporting suspicious activity that may be related to money laundering, making sound risk-informed decisions, and completing varied tasks within established rules and limits. Broader work or accountabilities may be assigned as needed.

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 a consultative customer service or sales role.
Confident and experienced using social media, tablets, smartphones, online tools, and applications.
Passionate commitment to helping customers and delivering a personal customer experience.
Ability to focus on results and 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 and ability to build rapport and connections with customers.
Listening, problem-solving, and creative and flexible responses to new challenges.
Basic knowledge of specialized sales and business banking solutions for referring customers to specialists.
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 customers and prospects and identify their needs to provide advice and guidance on appropriate financial solutions.
Collaborate with BMO partners to identify referral opportunities that grow customers’ relationships beyond personal banking.
Welcome and guide customers in the branch lobby and advise them on available digital and self-service banking options.
Discuss banking services with customers, recommend alternative banking channels, and provide personal banking and investment advice as appropriate.
Execute customer transactions seamlessly.
Review customer profiles and conduct needs-based conversations about everyday banking plans and credit card needs.
Contribute to branch business results and the customer experience.
Support operational activities such as inventory management, escalated service requests, following up on applications, 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 personalize and improve customer experiences.
Follow risk and compliance processes and policies to safeguard customer assets, protect privacy, and act in customers’ best interests.
Keep current with the financial services marketplace, legal and regulatory requirements, and personal banking products, practices, and trends.
Identify and report suspicious patterns of activity suspected to be related to money laundering.
Protect the Bank’s assets and comply with applicable regulatory, legal, and ethical requirements.
Analyze issues, determine next steps, escalate as needed, and make sound risk-informed decisions within the Bank’s risk framework and approved risk appetite.
Work at multiple branches or through various channels as market needs require; weekly days, hours, and shifts may vary.
Complete broader work or accountabilities as assigned.