Associate Banker

BMO • Martinsville, IN

28d • $41,500 - $54,500

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 within the branch and with BMO partners across channels to create a positive customer experience and achieve business objectives. It supports customers with everyday banking, credit card needs, transaction-based services, digital and self-service options, and referrals to other BMO services.

The position contributes to branch business results and the customer experience while supporting operational activities, following risk and compliance processes, protecting customer privacy and bank assets, and keeping current with financial products, practices, trends, and relevant legal and regulatory requirements. The role may work at multiple branches or through different channels based on market needs. The schedule is part time, 20 hours per week, and may vary by week in 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.
• Some experience in consultative customer service or sales roles, 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.
• Focus on results 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 and 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 team 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

• Collaborate with BMO partners to identify referral opportunities that grow customer relationships beyond personal banking.
• Welcome and guide customers in the branch lobby and explain relevant digital and self-service options.
• Conduct customer conversations about banking services, alternative banking channels, personal banking, and investment advice.
• Meet customers’ transaction-based needs with seamless execution.
• Review customer profiles and identify opportunities and needs related to everyday banking plans and credit cards.
• 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.
• Work as a collaborative and versatile member of the branch and market team.
• Use customer conversations to understand personal banking and credit card needs and incorporate relevant marketing promotions and programs.
• Organize work information to ensure accuracy and completeness.
• Find creative ways to make each customer’s experience personal and contribute to ongoing improvements in customer experience.
• Follow risk and compliance processes and policies to safeguard customer assets, maintain privacy, and act in customers’ best interests.
• Stay current with the financial services marketplace, legal and regulatory environment, and ethical requirements of the industry.
• Maintain current knowledge of personal banking products, practices, and trends and integrate that knowledge into customer conversations.
• Identify and report suspicious patterns of activity suspected to be related to money laundering.
• Comply with jurisdictional 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 required.
• Apply the Risk Management Framework and make sound, risk-informed decisions consistent with business strategy, the approved Risk Appetite, policies, laws, and regulations.
• Perform other broader work or accountabilities as assigned.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans
• Performance-based incentives and discretionary bonuses may be included, depending on the position’s pay type.
• Other perks and rewards may be included.

What This Job Offers

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