Associate Banker
Core
Part-time Associate Banker delivering exceptional service to BMO customers, identifying needs, and providing advice on financial solutions including personal banking, credit cards, and investment products.
Role type
Associate Banker (Retail Banking Sales & Service)
Builds
Customer relationships and branch business results through personal banking and investment advice.
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
consultative customer service, sales, risk management, regulatory compliance, product knowledge (personal banking, credit cards, investments), social media and digital tools proficiency, problem solving, organization
Preferred skills
experience in consultative sales, ability to thrive in team-based environment, resourcefulness, creativity in customer experience
Technologies
tablets, smartphones, online banking tools, digital self-serve platforms
Responsibilities
Welcome and guide customers in the branch lobby, conduct needs-based conversations to recommend banking channels and products, execute transaction-based needs, support operational activities (inventory, filing, account opening/closing), identify and report suspicious activity related to money laundering, follow risk and compliance processes, integrate marketing promotions into customer conversations.
Seniority
Entry-level to Junior (1-2 years experience or equivalent education)