Associate Banker
Core
Part-time Associate Banker delivering exceptional service to BMO customers and prospects, identifying needs, and providing advice on financial solutions.
Role type
Part-time retail banking sales associate
Builds
Customer relationships and branch business results
Domain
Retail Banking
Deliverable
product features
Required skills
Consultative sales, customer service, risk and compliance adherence, product knowledge, regulatory compliance, problem solving
Preferred skills
Social media proficiency, tablet/smartphone usage, investment product registration (Canada), creative approaches to customer experience
Technologies
Social media, tablets, smartphones, online tools
Responsibilities
Welcome and guide customers in the branch lobby, conduct client conversations to recommend banking channels, meet transaction-based needs, review customer profiles for opportunities, support operational activities, identify and report suspicious activity, follow risk management frameworks
Seniority
Entry-level to Junior, part-time