Associate Banker
Core
Delivers exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions.
Role type
Associate Banker (Retail Banking Sales & Service)
Builds
Customer relationships and branch business results
Domain
Retail Banking
Deliverable
client delivery
Required skills
consultative customer service, sales, financial solutions advice, regulatory compliance, risk management, digital tools proficiency
Preferred skills
investment product registration, specialized sales knowledge, creative problem solving
Responsibilities
Welcome and guide customers in the branch lobby, conduct needs-based conversations to recommend banking services and credit cards, execute transaction-based needs, support operational activities like inventory management and filing, identify referral opportunities, report suspicious activity related to money laundering, maintain knowledge of banking products and trends.
Seniority
Entry-level to Junior (1-2 years experience)