BMO-posted 4 months ago
$41,714 - $50,500/Yr
Part-time • Entry Level
Palatine, IL
Credit Intermediation and Related Activities

The Associate Banker position at BMO involves delivering exceptional service to customers and prospects, identifying their needs, and providing advice on financial solutions. The role requires collaboration with BMO partners to enhance customer experience and achieve business objectives. Responsibilities include welcoming customers, guiding them through available banking options, conducting client conversations, and supporting operational activities. The Associate Banker will also engage in needs-based conversations to identify opportunities and contribute to branch business results while ensuring compliance with risk and regulatory processes.

  • Deliver exceptional service to BMO customers and prospects.
  • Identify customer needs and provide advice on financial solutions.
  • Collaborate with BMO partners to enhance customer experience.
  • Welcome and guide customers in the branch lobby.
  • Conduct client conversations about banking services.
  • Review customer profiles and engage in needs-based conversations.
  • Support operational activities such as inventory management and service requests.
  • Act as a key member of a collaborative branch team.
  • Integrate marketing promotions into customer conversations.
  • Maintain current knowledge of personal banking products and trends.
  • Identify and report suspicious activity related to money laundering.
  • Comply with legal and regulatory requirements.
  • Typically between 1 - 2 years of relevant experience.
  • Certification in a related field of study is desirable.
  • Confident in using social media, tablets, smartphones, and online tools.
  • Experience in consultative customer service or sales roles.
  • Basic knowledge of specialized sales and business banking solutions.
  • Strong interpersonal skills and ability to build rapport with customers.
  • Aptitude for listening, problem-solving, and responding to challenges.
  • Good verbal and written communication skills.
  • Good organizational, collaboration, and analytical skills.
  • Spanish speaking preferred.
  • Registration to sell investment products completed or in progress.
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
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