Associate Banker

BMO • Bonita Springs, FL

95d • $41,714 - $50,000

About The Position

As an Associate Banker at BMO, you will deliver exceptional service to customers and prospects, identifying their needs and providing advice on financial solutions. You will work collaboratively within the branch and with BMO partners to enhance the customer experience and achieve business objectives. Your role will involve welcoming customers, guiding them through available banking options, and conducting client conversations about banking services. You will also support operational activities and contribute to branch business results 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 completed or in progress (Canada only).
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• Focus on results in a consultative sales environment.

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.
• 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: Part-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed