Associate Banker

BMO • Des Plaines, IL

89d • $41,714 - $50,500

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 relationships and improve the overall banking experience. Responsibilities include welcoming customers, guiding them through available services, conducting client conversations, and supporting operational activities within the branch. The Associate Banker will also engage in needs-based conversations to identify opportunities for personal banking and credit card services, while ensuring compliance with risk and regulatory processes.

Requirements

• Typically between 1 - 2 years of relevant experience.
• Certification in a related field of study 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.

Nice To Haves

• Registration to sell investment products (must be completed within 12 months).
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.

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 relationships.
• 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 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.

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