Associate Banker
Core
Deliver exceptional service to BMO customers and prospects by 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
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
consultative sales, customer service, risk management, regulatory compliance, product knowledge (personal banking, credit cards, investments), digital tool proficiency
Preferred skills
experience in sales or customer service, certification in investment products
Technologies
social media, tablets, smartphones, online banking tools
Responsibilities
Guide customers in branch lobbies and recommend digital/self-serve options; conduct needs-based conversations to identify banking and credit card opportunities; execute transaction-based needs; support operational activities like inventory and application filing; identify and report suspicious activity related to money laundering; adhere to risk and compliance frameworks.
Seniority
Entry-level to Junior (1-2 years experience or equivalent education)
