Associate Banker
Core
Deliver exceptional service to BMO customers by identifying needs and providing advice on financial solutions, including personal banking, credit cards, and investment products.
Role type
Retail banking sales associate (part-time)
Builds
Customer relationships and branch business results
Domain
Retail banking / Financial services
Deliverable
product features
Required skills
Consultative sales, customer relationship management, risk and compliance adherence, product knowledge (personal banking, credit cards, investments), regulatory compliance
Preferred skills
Social media proficiency, tablet/smartphone usage, problem-solving, adaptability to multiple branches
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 financial products and regulations
Seniority
Entry-level to Junior, part-time
