Associate Banker

BMO • Orland Park, IL

6d • $41,500 - $60,500

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 customers’ best interests. The role works collaboratively with branch colleagues and BMO partners to create a positive customer experience, meet business objectives, and identify opportunities to grow customer relationships beyond personal banking. The Associate Banker welcomes customers in the branch, helps them use digital and self-service options, supports transaction needs, and discusses personal banking, investment, and credit card solutions.

This role contributes to branch results and customer experience while supporting operational activities such as inventory management, escalated service requests, application follow-up, filing, and opening and closing activities. The Associate Banker maintains knowledge of banking products, practices, trends, and the broader financial services marketplace; follows risk and compliance requirements; and identifies and reports suspicious activity. Work may take place at multiple branches or through different channels according to market needs, and schedules may vary from week to week. The position is part-time, typically scheduled for 35 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 a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Confident and experienced using social media, tablets, smartphones, online tools, and applications.
• 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 organization skills.
• Good collaboration and team skills.
• Good analytical and problem-solving skills.
• Canada only: Registration to sell investment products must be completed or in progress and completed within 12 months, as appropriate for the jurisdiction.

Nice To Haves

• Certification in a related field of study.
• Basic knowledge of specialized sales and business banking solutions for referral to specialists.

Responsibilities

• Collaborate with BMO partners to identify referral opportunities that grow customer relationships beyond personal banking.
• Welcome and guide customers in the branch lobby and advise them on digital and self-service banking options.
• Conduct customer conversations about banking services and recommend alternative channels, personal banking, and investment advice.
• Meet customer transaction needs through seamless execution.
• Review customer profiles and hold 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, customer 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 on personal banking and credit card needs.
• Organize work information to ensure accuracy and completeness.
• Find creative ways to make each customer’s experience personal and contribute to ongoing improvement of the customer experience.
• Follow risk and compliance processes and policies to safeguard customer assets, maintain privacy, and act in customers’ best interests.
• Maintain current knowledge of the financial services marketplace, legal and regulatory environment, and personal banking products, practices, and trends.
• Identify and report suspicious patterns of activity suspected to be related to money laundering.
• Comply with applicable 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 needed.
• Apply the Risk Management Framework and make sound, risk-informed decisions aligned with business strategy, approved risk appetite, applicable policies, laws, and regulations.

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 pay type.

What This Job Offers

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