Associate Banker
Core
Deliver exceptional service to BMO customers 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 management, regulatory compliance, product knowledge, relationship building, problem solving
Preferred skills
social media proficiency, tablet/smartphone usage, marketing integration, creative problem solving
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 filing, identify and report suspicious activity related to money laundering, follow risk and compliance processes, and contribute to branch business results.
Seniority
Entry-level to Junior (1-2 years experience or equivalent education)
