Associate Banker

BMO • Machesney Park, IL

7d • $41,500 - $54,500

About The Position

The Associate Banker delivers exceptional service to BMO customers and prospects, identifies customer needs, and provides advice and guidance on financial solutions in customers’ best interests. The role works collaboratively within the branch and with BMO partners across channels to deliver a strong customer experience and support business objectives. This is a part-time role, typically scheduled for 30 hours per week; the schedule may vary from week to week in days, hours, and shifts, and the employee may work at multiple branches or through different channels based on market needs.

The Associate Banker welcomes and guides customers in the branch lobby, discusses banking services and digital or self-service options, and provides personal banking and investment advice. The role meets transaction needs, reviews customer profiles, conducts needs-based conversations about everyday banking and credit cards, and identifies opportunities to deepen customer relationships or refer customers to specialists.

The role also supports branch operations and business results, maintains accurate work information, and contributes to improvements in the customer experience. It follows risk, compliance, privacy, legal, and regulatory requirements, protects bank assets, keeps current with financial services products and trends, and identifies and reports suspicious activity that may relate to money laundering. Additional work or accountabilities may be assigned as needed.

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.
• Some experience in consultative customer service or sales roles.
• For Canada: registration to sell investment products must be completed or in progress, with completion required within 12 months, as appropriate for the jurisdiction.
• Confidence and experience using social media, tablets, smartphones, online tools, and applications.
• Basic knowledge of specialized sales and business banking solutions for referrals.
• 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.
• Resourcefulness and initiative, with confidence to approach customers.
• Readiness 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 and 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 and personalized advice to customers and prospects about financial solutions.
• Welcome and guide customers in the branch lobby, including advising them about digital and self-service banking options.
• Conduct customer conversations about banking services and recommend suitable banking channels, personal banking solutions, and investment advice.
• Meet customers’ transaction-based needs with seamless execution.
• Review customer profiles and discuss customers’ everyday banking plans and credit card needs.
• Identify referral opportunities and collaborate with BMO partners to grow customer relationships and refer customers to specialists.
• Integrate marketing promotions and programs into customer conversations to provide strategic advice.
• Contribute to branch business results and the customer experience.
• Support operational activities such as inventory management, escalated service requests, following up on customer applications, filing, and opening and closing activities.
• Organize work information to ensure accuracy and completeness, and take initiative to make customer experiences personal and improve the overall experience.
• Collaborate as a member of the branch and market team, working in different capacities and channels as needed.
• Follow risk and compliance policies and processes, safeguard customer assets and privacy, and act in customers’ best interests.
• Keep current with financial services, legal and regulatory developments, personal banking products, practices, and trends.
• Identify and report suspicious activity patterns suspected to be related to money laundering.
• Protect bank assets and comply with applicable legal, regulatory, and ethical requirements.
• Analyze issues, determine next steps, escalate when required, and make sound risk-informed decisions in line with the Risk Management Framework and approved Risk Appetite.

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.

What This Job Offers

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