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), basic specialized sales knowledge
Preferred skills
experience in consultative customer service or sales, social media and digital tools proficiency, initiative, collaboration
Responsibilities
Welcome and guide customers in the branch lobby, conduct client conversations to recommend banking services and alternative channels, meet transaction-based needs, review customer profiles to identify opportunities, support operational activities, follow risk and compliance processes, identify suspicious activity patterns, maintain knowledge of financial products and trends
Seniority
Entry-level to Junior (1-2 years experience or equivalent education)
