BMO
Retail Banking
AssociateBanker
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Associate Banker at BMO. Skills: Customer service, Sales, Financial advice. Deliver exceptional service to BMO customers. Deliver exceptional service to BMO prospects”
What You'll Achieve.
Meet branch business results; Achieve overall business objectives
Industry & Context.
Problem solving skills; Analyze issues; Determine next steps; Creative response to challenges
Flexible availability, Work various shifts, Work Monday-Friday, Work Saturday morning, Work at multiple branches, Work through various channels
What They're Looking For.
Must Have
1-2 years relevant experience, Registration to sell investment products completed or in progress, Confident and experienced in the use of social media, Confident and experienced in the use of tablets, Confident and experienced in the use of Smart phones, Confident and experienced in the use of online tools, Confident and experienced in the use of applications, Some experience in a consultative customer service role, Some experience in a sales role, Basic knowledge of specialized sales solutions, Basic knowledge of business banking solutions, Verbal & written communication skills - Good, Organization skills - Good, Collaboration & team skills - Good, Analytical and problem solving skills - Good
Nice to Have
Certification in related field of study desirable, Equivalent combination of education and experience
What You'll Do.
Deliver exceptional service to BMO customers
Deliver exceptional service to BMO prospects
Identify customer needs
Provide advice regarding financial solutions
Provide guidance regarding financial solutions
Collaborate with BMO partners
Identify referral opportunities
Grow the customer’s relationship with BMO
Offer advice on digital options
Offer guidance on digital options
Offer advice on self-serve options
Offer guidance on self-serve options
Conduct client conversations about banking services
Recommend alternative banking channels
Provide personal banking advice
Provide investment advice
Meet customer transaction-based needs
Review customer profiles
Engage customers in a needs-based conversation
Identify potential opportunities
Address everyday banking plans
Address credit card needs
Contribute to meeting branch business results
Contribute to customer experience
Support operational activities
Handle escalated service requests
Follow up on customer applications
Perform opening activities
Perform closing activities
Act as a key member of a branch
Act as a key member of a market
Probe to understand customer needs
Integrate marketing promotions into customer conversations
Integrate marketing programs into customer conversations
Provide strategic advice
Organize work information
Ensure accuracy of work information
Ensure completeness of work information
Find creative approaches
Make customer experience feel personal
Contribute to ongoing improvement of customer experience
Contribute to business results
Follow through on risk processes
Follow through on compliance processes
Safeguard customers’ assets
Maintain customer privacy
Act in customers’ best interest
Keep current with financial services marketplace
Keep current with legal environment
Keep current with regulatory environment
Uphold ethical requirements
Maintain current knowledge of personal banking products
Maintain current knowledge of personal banking practices
Maintain current knowledge of personal banking trends
Identify suspicious patterns of activity
Report suspicious patterns of activity
Comply with legal requirements
Comply with regulatory requirements
Protect the Bank's assets
Complete complex tasks
Complete diverse tasks
Escalate issues as required
Apply Risk Management Framework
Make risk informed decisions
Align decisions to business strategy
Adhere to applicable policy documents
Adhere to regulations
How You'll Work.
Team & Collaboration
Collaborative branch team; Versatile branch team; Market team collaboration; Work with BMO partners
Communication Scope
Verbal communication; Written communication
Full Job Description
Application Deadline: 07/03/2026 Address: 2501 E. Whitmore Ave. Job Family Group: Retail Banking Sales & Service **Please note this opening is for a part-time (25 hour) per week position. The ideal candidate will have flexible availability to be assigned various shifts each week as needed to meet business requirements. Business hours are Monday-Friday and Saturday morning.** Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. * Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking. * Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. * As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. * Meets customer transaction-based needs with seamless execution. * Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. * Contributes to meeting branch business results and the customer experience. * Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). * Acts as a key member of a collaborative and versatile branch and market team. * Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations
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