Associate Banker
Core
Deliver exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions, acting as a lobby leader to guide customers and recommend banking channels.
Role type
Associate Banker (Retail Banking Sales & Service)
Builds
Customer relationships and branch business results
Domain
Retail Banking
Deliverable
client delivery
Required skills
consultative sales, customer service, risk management, regulatory compliance, product knowledge, problem solving
Preferred skills
bilingual (Armenian/English or Spanish/English), social media proficiency, tablet/smartphone usage
Technologies
tablets, smartphones, online tools
Responsibilities
Welcome and guide customers in the branch lobby, conduct client conversations to recommend banking services, 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 (1-2 years experience or equivalent education)