Associate Banker
Core
Deliver exceptional service to BMO customers by identifying needs, providing financial advice, and guiding them through digital and self-serve options to achieve business objectives.
Role type
Associate Banker (Retail Banking Sales & Service)
Builds
Personal banking relationships, credit card accounts, and referrals to investment specialists
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
consultative sales, customer relationship management, regulatory compliance, risk management, product knowledge integration, needs-based analysis
Preferred skills
bilingual English/Spanish, social media proficiency, tablet/smartphone usage, investment product registration
Technologies
tablets, smartphones, online banking tools, digital self-serve platforms
Responsibilities
Welcome and guide customers in the branch lobby, conduct client conversations to recommend banking services and investment advice, execute transaction-based needs, review customer profiles to identify opportunities, support operational activities like inventory and application filing, identify and report suspicious activity related to money laundering, apply risk management frameworks to protect assets
Seniority
Entry-level to Junior (1-2 years experience or equivalent education)
