Associate Banker

Bank of Montreal•Thousand Oaks, CA

19d

About The Position

The Associate Banker delivers exceptional service to BMO customers and prospects by identifying their needs and providing advice and guidance on 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 grow customer relationships beyond personal banking. The Associate Banker welcomes customers in the lobby, discusses banking services and digital or self-service options, provides personal banking and investment advice as appropriate, and completes customer transactions seamlessly. The position also supports branch operations and follows risk, compliance, privacy, and asset-protection requirements. Work may take place at multiple branches or through different channels, and schedules may vary by week. This is a part-time role scheduled for 20 hours per week.

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 focus on delivering a personal customer experience.
Confident and experienced using social media, tablets, smartphones, online tools, and applications.
Basic knowledge of specialized sales and business banking solutions to refer customers to specialists.
Passion for helping customers and the ability to deliver a personal customer experience.
Results focus and ability to thrive in a consultative sales and team-based environment.
Resourcefulness and confidence in approaching customers.
Ability 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 flexible, creative responses to new challenges.
Good verbal and written communication, organization, collaboration and teamwork, and analytical and problem-solving skills.
For Canada: investment-product sales registration must be completed or in progress, and completed within 12 months where applicable to the jurisdiction.

Responsibilities

Welcome and guide customers in the branch lobby, discussing available digital and self-service options and recommending appropriate banking channels.
Identify customer needs through conversations about personal banking, credit cards, and everyday banking plans; provide suitable advice and guidance.
Complete customer transactions accurately and seamlessly, and identify opportunities to refer customers to BMO specialists or partners.
Support branch business results and customer experience goals by incorporating relevant marketing promotions and programs into customer conversations.
Assist with operational activities such as inventory management, escalated service requests, application follow-up, filing, and branch opening and closing activities.
Collaborate with branch and market colleagues and adapt to working across branches or channels as market needs require.
Organize work information to ensure accuracy and completeness, take initiative to personalize customer interactions, and identify improvements to the customer experience.
Follow risk and compliance policies and processes, protect customer privacy and bank assets, and make sound risk-informed decisions within applicable guidelines.
Keep current with financial services products, practices, trends, and the legal and regulatory environment.
Identify and report suspicious activity patterns suspected to be related to money laundering.
Complete diverse tasks within established rules and limits, analyze issues, determine next steps, and escalate when required.