Associate Banker

BMO • Park Ridge, IL

98d • $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 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.
• 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, solving problems, and responding creatively to challenges.
• Good verbal and written communication skills.
• Good organization, collaboration, and analytical skills.

Nice To Haves

• Registration to sell investment products completed or in progress (Canada only).

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 current 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