Associate Banker
Core
Part-time Associate Banker delivering exceptional service to BMO customers and prospects, identifying needs, and providing advice on financial solutions.
Role type
Part-time retail banking sales associate
Builds
Customer relationships and branch business results
Domain
Retail Banking
Deliverable
client delivery
Required skills
consultative customer service, sales, risk management, compliance, product knowledge, problem solving
Responsibilities
Welcome and guide customers in the branch lobby, conduct client conversations to recommend banking services and investment advice, meet transaction-based needs, review customer profiles to identify opportunities, support operational activities, follow risk and compliance processes, identify suspicious activity patterns.
Seniority
Entry-level to Junior