Associate Banker
Core
Deliver exceptional service to BMO customers by identifying needs and providing advice on financial solutions, personal banking, and credit cards within a branch environment.
Role type
Associate Banker (Retail Banking Sales & Service)
Builds
Customer relationships and branch business results
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
consultative sales, customer service, risk management, regulatory compliance, product knowledge, problem solving
Preferred skills
social media proficiency, tablet/smartphone usage, investment product registration
Technologies
tablets, smartphones, online banking tools
Responsibilities
Guide customers through branch lobby and digital options, conduct needs-based conversations to recommend banking services, execute transaction-based needs, support operational activities, identify referral opportunities, report suspicious activity, maintain knowledge of banking products and regulations.
Seniority
Entry-level to Junior (1-2 years experience)
