Associate Banker
Core
Deliver exceptional service to BMO customers by identifying needs, providing financial advice, and guiding them through digital and self-serve options within a branch environment.
Role type
Retail banking sales associate (lobby leader)
Builds
Personal banking and investment advice solutions for BMO customers
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
Consultative sales, customer relationship management, regulatory compliance, risk management, digital tool proficiency, needs-based analysis
Preferred skills
Investment product registration, specialized sales knowledge, creative problem solving
Technologies
Tablets, smartphones, online banking tools
Responsibilities
Welcome and guide customers in the branch lobby, conduct needs-based conversations to recommend banking services, execute transaction-based needs, support operational activities, identify referral opportunities, report suspicious activity, maintain knowledge of banking products and regulations.
Seniority
Entry-level to Junior (1-2 years experience)