Associate Banker

Bank of Montreal•HB Woodruff, WI

21d

About The Position

The Associate Banker delivers exceptional service to BMO customers and prospects by understanding their needs and providing advice about suitable financial solutions. Working collaboratively with branch colleagues and BMO partners, the role supports a positive customer experience and branch business objectives, including referrals that expand customers’ relationships with BMO beyond personal banking. The Associate Banker welcomes customers in the branch lobby, guides them toward appropriate digital and self-service options, and discusses banking services, personal banking, and investment advice. The role meets transaction needs, reviews customer profiles, identifies everyday banking and credit card opportunities, and incorporates relevant marketing programs into customer conversations. It also supports branch operations, contributes to improving the customer experience, and follows risk, compliance, privacy, and asset-protection requirements. This is a part-time position, typically scheduled for 20 hours per week. The employee may work at multiple branches or through different channels based on market needs; days, hours, and shifts may vary from week to week. The stated salary range is $41,500–$54,500, with part-time salaries prorated to reflect regularly worked hours. Compensation may also include commissions, performance-based incentives, discretionary bonuses, and other rewards, depending on the position’s pay type.

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 and a drive to deliver a personal customer experience.
Confident and experienced in using social media, tablets, smartphones, online tools, and applications.
Basic knowledge of specialized sales and business banking solutions for referral to specialists.
Passionate 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-starting approach, with the courage and 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, 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.
For Canada: registration to sell investment products must be completed or in progress, and completed within 12 months, as appropriate for the jurisdiction.

Responsibilities

Deliver exceptional service to BMO customers and prospects and provide advice and guidance on financial solutions suited to their needs.
Collaborate with branch colleagues and BMO partners to achieve customer experience and business objectives, including identifying referral opportunities.
Welcome and guide customers in the branch lobby and advise them about digital and self-service banking options.
Conduct conversations about banking services and recommend alternative banking channels, personal banking solutions, and investment advice.
Execute customer transactions seamlessly and review customer profiles to identify everyday banking plans and credit card needs.
Support branch business results and the customer experience.
Support operational activities such as inventory management, escalated service requests, application follow-ups, filing, and branch opening and closing activities.
Integrate marketing promotions and programs into customer conversations and provide strategic advice.
Organize work information accurately and completely, take initiative to personalize customer experiences, and contribute to ongoing improvements.
Follow risk and compliance processes and policies to safeguard customer assets, protect privacy, and act in customers’ best interests.
Maintain current knowledge of the financial services marketplace, legal and regulatory environment, and 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, and ethical requirements.
Apply the Risk Management Framework and make sound, risk-informed decisions aligned with business strategy and approved risk appetite.
Analyze issues, determine next steps, and escalate as required; take on broader work or accountabilities as assigned.