Associate Banker

BMO • Hanford, CA

1d • $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 suitable financial solutions. The role works collaboratively with branch colleagues and BMO partners to deliver a positive customer experience, meet business objectives, and identify opportunities to deepen customer relationships. It welcomes and guides customers in the branch, supports digital and self-service banking options, handles transactions, and conducts needs-based conversations about personal banking, credit cards, and investment advice.

The Associate Banker also supports branch operations, contributes to business results and ongoing customer-experience improvements, and follows risk, compliance, privacy, and asset-protection requirements. The role may involve working across multiple branches or channels, with a schedule that can vary by week. This is a part-time position scheduled for 30 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.
• For Canada: investment product sales registration completed or in progress, with completion required within 12 months, as appropriate for the jurisdiction.
• Confident and experienced using social media, tablets, smartphones, online tools, and applications.
• Some experience in consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer customers to specialists.
• 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.
• Resourcefulness and initiative, with confidence approaching 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.
• Listening, problem-solving, and flexibility in responding creatively to new challenges.
• Basic specialized knowledge.
• Good verbal and written communication skills.
• Good organization skills.
• Good collaboration and teamwork skills.
• Good analytical and problem-solving skills.

Responsibilities

• Deliver exceptional service to customers and prospects, identifying needs and providing advice about appropriate financial solutions.
• Collaborate with BMO partners to identify referral opportunities and grow customer relationships beyond personal banking.
• Welcome and guide customers in the branch lobby, and explain available digital and self-service options.
• Conduct customer conversations about banking services, alternative banking channels, personal banking, and investment advice.
• Complete customer transactions seamlessly and discuss everyday banking plans and credit card needs based on customer profiles.
• 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.
• Integrate relevant marketing promotions and programs into customer conversations and 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 policies and processes to protect customer assets and privacy and act in customers’ best interests.
• Maintain current knowledge of financial services, the legal and regulatory environment, personal banking products, practices, and trends.
• Identify and report suspicious activity patterns potentially related to money laundering.
• Protect bank assets and comply with applicable legal, regulatory, and ethical requirements.
• Analyze issues, determine next steps, and escalate matters as required.
• Apply the Risk Management Framework and make sound, risk-informed decisions aligned with business strategy and approved risk appetite.
• Perform other 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