Associate Banker

BMO • Calumet City, IL

13d • $41,500 - $60,500 • Onsite

About The Position

The Associate Banker delivers exceptional service to BMO customers and prospects by identifying customer needs and offering advice and guidance on financial solutions in their best interests. Working collaboratively within the branch and with BMO partners across channels, the role supports customer experience and branch business objectives. It welcomes and guides customers in the lobby, recommends digital and self-service options, conducts conversations about banking services, and meets transaction-based needs. The position reviews customer profiles to identify opportunities related to everyday banking and credit cards, makes referrals to specialists, and supports operational activities such as inventory management, escalated service requests, application follow-up, filing, and branch opening and closing activities.

The role follows risk and compliance policies, protects customer privacy and bank assets, stays current on products and financial services regulations, and identifies suspicious activity that may relate to money laundering. It completes complex and diverse tasks within established guidelines, analyzes issues, and escalates as needed. This is a part-time position, typically scheduled for 20 hours per week. Work may take place at multiple branches or through various channels, and weekly days, hours, and shifts may vary according to market needs.

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: Registration to sell investment products completed or in progress; if in progress, it must be 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 roles.
• Basic knowledge of specialized sales and business banking solutions for referrals 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.
• Resourceful self-starter with the 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 response skills.
• Basic specialized knowledge.
• Good verbal and written communication skills.
• Good organization skills.
• Good collaboration and teamwork skills.
• Good analytical and problem-solving skills.

Responsibilities

• Collaborate with BMO partners to identify referrals that grow customer relationships beyond personal banking.
• Welcome and guide customers in the branch lobby and explain digital and self-service options.
• Conduct customer conversations about banking services and recommend alternative channels, personal banking solutions, and investment advice.
• Meet customers’ transaction-based needs with seamless execution.
• Review customer profiles and discuss everyday banking plans, credit card needs, and potential opportunities.
• Contribute to branch business results and customer experience goals.
• Support operational activities, including inventory management, escalated service requests, application follow-up, filing, and opening and closing activities.
• Integrate marketing promotions and programs into customer conversations to 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 to safeguard customer assets and privacy and act in customers’ best interests.
• Maintain current knowledge of the financial services marketplace, legal and regulatory environment, 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.
• Analyze issues, determine next steps, and escalate as required.
• Apply the Risk Management Framework and make sound, risk-informed decisions consistent with business strategy, approved risk appetite, policies, laws, and regulations.
• Perform other broader work or accountabilities as assigned.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives and discretionary bonuses may be included in the total compensation package, depending on position pay type.

What This Job Offers

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