Associate Banker
Core
Deliver exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions, including personal banking, credit cards, and investment products.
Role type
Associate Banker (Retail Banking Sales & Service)
Builds
Customer relationships and branch business results
Domain
Retail Banking
Deliverable
client delivery
Required skills
consultative sales, customer service, risk and compliance adherence, regulatory knowledge, product knowledge (personal banking, credit cards, investments), social media and digital tools proficiency, problem-solving, organization
Preferred skills
bilingual (English and Spanish), 1-2 years of relevant experience or certification, investment product registration (Canada only)
Responsibilities
Welcome and guide customers in the branch lobby, conduct needs-based conversations to recommend banking channels and products, execute transaction-based needs, support operational activities (inventory, filing, account opening/closing), identify referral opportunities, report suspicious activity related to money laundering, follow risk management frameworks and policies.
Seniority
Entry-level to Junior