Associate Banker

Bank of Montreal • Patterson, CA

12d

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. Working collaboratively within the branch and with BMO partners across channels, the Associate Banker supports the customer experience and branch business objectives, including identifying referrals that can expand customer relationships beyond personal banking.

As a lobby leader, the Associate Banker welcomes and guides customers, discusses banking services and digital or self-service options, and provides personal banking and investment guidance. The role meets transaction needs, reviews customer profiles, and holds needs-based conversations about everyday banking plans and credit cards. It also supports branch operations, contributes to service improvements, and follows risk, compliance, privacy, and asset-protection requirements.

This part-time role is scheduled for 25 hours per week. The Associate Banker may work at multiple branches or through different channels depending on market needs; the schedule may vary from week to week, including 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.
• For Canada: registration to sell investment products completed or in progress; when applicable, it must be completed within 12 months.
• Confident and experienced use of 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.
• Strong 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 confidence to approach customers.
• Willingness 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 flexible, creative responses 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 and identify their needs to recommend appropriate financial solutions.
• Collaborate with branch colleagues and BMO partners to support the customer experience, achieve business objectives, and identify referral opportunities.
• Welcome and guide customers in the branch lobby and explain available digital and self-service banking options.
• Conduct conversations about banking services and recommend alternative channels, personal banking services, and investment advice.
• Complete customer transactions seamlessly and review customer profiles to identify opportunities and address everyday banking and credit card needs.
• Contribute to branch business results and customer experience goals.
• Support operational activities such as inventory management, escalated service requests, application follow-ups, filing, and opening and closing activities.
• Integrate marketing promotions and programs into customer conversations and provide strategic advice based on customer needs.
• Organize work information to ensure accuracy and completeness, and find creative ways to make customer experiences personal.
• Contribute to ongoing improvements in the customer experience and overall business results.
• Follow risk and compliance processes and policies to safeguard customer assets, protect privacy, and act in customers’ best interests.
• Maintain knowledge of financial services markets, legal and regulatory requirements, personal banking products, practices, and trends.
• Identify and report suspicious activity patterns suspected to be related to money laundering, and comply with applicable jurisdictional requirements.
• Protect the Bank’s assets and apply its Risk Management Framework, policies, standards, procedures, laws, and regulations when making decisions.
• Analyze issues, determine next steps, and escalate as required.
• Work at multiple branches or through various channels as market needs require.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans
• The total compensation package may include performance-based incentives, discretionary bonuses, and other perks and rewards.

What This Job Offers

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