Associate Banker
Core
Deliver exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions, including personal banking, credit cards, and investment products.
Role type
Retail banking sales associate
Builds
Customer relationships and branch business results
Domain
Financial services / Retail banking
Deliverable
product features
Required skills
consultative sales, customer service, financial product knowledge, regulatory compliance, risk management, problem solving, interpersonal communication, organization
Preferred skills
social media proficiency, tablet/smartphone usage, investment product registration
Technologies
tablets, smartphones, online banking tools
Responsibilities
Welcome and guide customers in the branch lobby, conduct needs-based conversations to recommend banking services and investment advice, execute transaction-based needs, support operational activities like inventory management and filing, identify and report suspicious activity related to money laundering, maintain knowledge of legal and regulatory requirements.
Seniority
Entry-level to Junior (1-2 years experience)