Associate Banker
Core
Delivers exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions.
Role type
Retail banking sales associate
Builds
Customer relationships and branch business results
Domain
Retail Banking
Deliverable
product features
Required skills
consultative sales, customer service, risk management, regulatory compliance, product knowledge
Preferred skills
social media proficiency, tablet/smartphone usage, investment product registration
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, support operational activities, identify referral opportunities, follow risk and compliance processes, maintain knowledge of banking products and trends.
Seniority
Entry-level to Junior