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 enhance the banking experience.
Role type
Associate Banker (Retail Banking Sales & Service)
Builds
Personal banking relationships, credit card adoption, and seamless transaction execution for BMO customers.
Domain
Retail Banking / Financial Services
Required skills
consultative sales, customer relationship management, regulatory compliance, risk management, needs-based analysis, digital tool proficiency, operational execution
Preferred skills
investment product registration, specialized sales knowledge, creative problem solving, adaptability to varying shifts
Technologies
tablets, smartphones, online banking tools, social media platforms
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 and filing, identify and report suspicious activity related to money laundering, maintain knowledge of banking products and regulatory environments.
Seniority
Entry-level to Junior, hands-on IC
