Associate Banker
Core
Part-time retail banking associate delivering financial solutions, guiding customers through branch and digital channels, and identifying cross-sell opportunities.
Role type
Part-time retail banking associate
Builds
Personal banking relationships and cross-sell referrals for BMO customers
Domain
Retail Banking
Deliverable
client delivery
Required skills
consultative sales, customer needs analysis, regulatory compliance, risk management, digital tool proficiency, product knowledge
Preferred skills
investment product registration, social media usage, problem-solving
Technologies
tablets, smartphones, online banking tools
Responsibilities
Guide customers to digital/self-serve options, conduct needs-based conversations for banking and credit products, execute transaction-based needs, support operational activities, identify suspicious activity patterns, apply risk management frameworks
Seniority
Entry-level, part-time