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
Retail banking sales associate (part-time)
Builds
Personal banking relationships and customer experience for BMO
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
consultative sales, customer service, risk and compliance adherence, regulatory knowledge, product knowledge integration, problem solving, organization
Preferred skills
social media proficiency, tablet/smartphone usage, investment product registration, creative customer engagement
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 and filing, identify and report suspicious activity related to money laundering, follow risk management frameworks and policies.
Seniority
Entry-level to Junior, part-time