Associate Banker

BMO • Augusta, KS

86d • $41,714 - $49,000

About The Position

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, contribute to branch business results, and ensure compliance with risk and regulatory processes.

Requirements

• Typically between 1 - 2 years of relevant experience or certification in a related field.
• Confident in using social media, tablets, smartphones, and online tools.
• Some 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 skills.
• Good collaboration and team skills.
• Good analytical and problem-solving skills.

Responsibilities

• 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.
• Meet customer transaction-based needs with seamless execution.
• Review customer profiles and engage in needs-based conversations.
• Support operational activities such as inventory management and escalated service requests.
• Act as a key member of a collaborative branch team.
• Integrate marketing promotions into customer conversations.
• Organize work information for accuracy and completeness.
• Contribute to the ongoing improvement of customer experience.
• Follow through on risk and compliance processes.
• Maintain knowledge of personal banking products and trends.
• Identify and report suspicious activity related to money laundering.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed