Associate Banker
Core
Part-time retail banker delivering personal banking, credit card, and investment advice to customers while guiding them to digital channels.
Role type
Associate Banker (Retail)
Builds
Personal banking relationships and cross-sell opportunities for BMO Financial Group
Domain
Retail Banking
Deliverable
client delivery
Required skills
consultative sales, customer needs analysis, digital channel guidance, regulatory compliance, risk management, product knowledge
Preferred skills
social media proficiency, tablet/smartphone usage, basic business banking solutions knowledge
Technologies
tablets, smartphones, online banking tools
Responsibilities
Welcome and guide customers in the lobby, conduct needs-based conversations to recommend banking and investment solutions, execute transaction-based needs, support operational activities like inventory and filing, identify and report suspicious activity, follow risk and compliance processes
Seniority
Entry-level to Junior, part-time
