Associate Banker
Core
Deliver exceptional service to BMO customers by identifying needs, providing financial advice, and guiding them through digital and self-serve options to achieve business objectives.
Role type
Associate Banker (Retail Banking Sales & Service)
Builds
Personal banking relationships, credit card accounts, and referrals to specialized banking solutions
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
consultative sales, customer relationship management, regulatory compliance, risk management, product knowledge integration, needs-based analysis, operational execution
Preferred skills
social media proficiency, tablet/smartphone usage, creative problem solving, initiative
Technologies
tablets, smartphones, online banking tools, digital self-serve platforms
Responsibilities
Welcome and guide customers in the branch lobby, conduct needs-based conversations to recommend banking services and investment advice, execute transaction-based needs, support operational activities like inventory and application filing, identify and report suspicious activity related to money laundering, adhere to risk and compliance frameworks
Seniority
Entry-level to Junior (0-2 years experience)
