Associate Banker

Bank of Montreal • Racine, WI

5d

About The Position

The Associate Banker delivers exceptional service to BMO customers and prospects, identifies their needs, and offers guidance on financial solutions in customers’ best interests. The role works collaboratively within the branch and with BMO partners across channels to provide a positive customer experience and meet business objectives, including identifying referrals that can grow customers’ relationships with BMO.

As a lobby leader, the Associate Banker welcomes customers, guides them through digital and self-service options, discusses banking services and alternative channels, and provides personal banking and investment guidance. The role handles transaction-based needs, reviews customer profiles, and holds needs-based conversations about everyday banking plans, credit cards, and relevant promotions. It also supports branch operations, contributes to business results, and follows risk, privacy, compliance, and anti-money-laundering requirements.

This part-time position is typically scheduled for 20 hours per week. Work may take place at multiple branches or through various channels, and schedules may vary from week to week in days, hours, and shifts. The position generally calls for 1–2 years of relevant experience and/or certification, or an equivalent combination of education and experience. In Canada, registration to sell investment products must be completed or in progress and completed within 12 months, as appropriate for the jurisdiction.

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.
• In Canada, registration to sell investment products must be completed or in progress and completed within 12 months, as appropriate for the jurisdiction.
• Confidence and experience using social media, tablets, smartphones, online tools, and applications.
• Some experience in consultative customer service or sales, 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.
• Results focus and ability to thrive in a consultative sales and team-based environment.
• Resourcefulness and initiative, with 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.
• Listening, problem-solving, and adaptability skills, including responding 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.

Responsibilities

• Deliver exceptional service and identify customers’ needs, providing advice and guidance on financial solutions in their best interests.
• Collaborate with branch colleagues and BMO partners across channels to improve customer experience and achieve business objectives.
• Identify referral opportunities that can expand customers’ relationships with BMO beyond personal banking.
• Welcome and guide customers in the branch lobby and explain available digital and self-service banking options.
• Discuss banking services and recommend alternative banking channels, while providing personal banking and investment guidance.
• Execute customer transactions seamlessly and address transaction-based needs.
• Review customer profiles and conduct needs-based conversations about everyday banking plans, credit cards, and potential opportunities.
• Integrate marketing promotions and programs into customer conversations to provide strategic advice.
• Support branch operations, including inventory management, escalated service requests, application follow-up, filing, and opening and closing activities.
• Organize work information to ensure accuracy and completeness, and seek creative ways to make customer experiences personal and improve them over time.
• Follow risk and compliance processes and policies, safeguard 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 suspected to be related to money laundering.
• Protect the bank’s assets and comply with applicable legal, regulatory, ethical, and policy requirements.
• Analyze issues, determine next steps, and escalate as required; take measured, risk-informed decisions within the approved Risk Appetite.
• Work at multiple branches or through various channels as market needs require.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• In-depth training and coaching
• Manager support
• Network-building opportunities
• 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