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), needs analysis
Preferred skills
social media proficiency, tablet/smartphone usage, creative problem solving, collaboration
Technologies
tablets, smartphones, online banking tools
Responsibilities
Welcome and guide customers in the branch lobby, conduct client conversations to recommend banking channels and products, execute transaction-based needs, review customer profiles to identify opportunities, support operational activities, follow risk and compliance processes, identify suspicious activity patterns, maintain knowledge of financial products and regulations
Seniority
Entry to Mid-level (1-2 years experience or equivalent education)