Associate Banker
Core
Delivers exceptional service to BMO customers and prospects, identifying needs and providing advice on financial solutions.
Role type
Retail banking sales associate (part-time)
Builds
Customer relationships and branch business results
Domain
Retail Banking
Deliverable
product features
Required skills
consultative sales, customer service, financial product knowledge, risk compliance, digital tools proficiency
Preferred skills
investment product registration, social media usage, tablet/smartphone navigation
Responsibilities
Guide customers in branch lobby, conduct needs-based conversations, recommend alternative banking channels, execute transactions, support operational activities, identify referral opportunities, report suspicious activity
Seniority
Entry-level to Junior