BMO Financial Group

Retail Banking

AssociateBanker

$44–66k San Jose, California, United States PART TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“Associate Banker at BMO Financial Group. Skills: customer service, sales, financial advice. Deliver exceptional service to customers. Identify customer needs”

What You'll Achieve.

achieve overall business objectives; further grow the customer’s relationship with BMO; making it easy, simple, and fast to bank with BMO; Contributes to meeting branch business results; Contributes to business results and the overall experience delivered

Industry & Context.

Retail Banking
Problems you'll solve

An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges; Analytical and problem solving skills - Good

Eligibility Requirements

May work at multiple branches or through various channels based on market work schedule may differ from week to week in terms of days worked, hours, and shifts

What They're Looking For.

Must Have

Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction, Basic knowledge of specialized sales and business banking solutions to refer to specialists, Basic specialized knowledge

Nice to Have

certification in related field of study desirable or an equivalent combination of education and experience

What You'll Do.

Deliver exceptional service to customers

Identify customer needs

Provide advice and guidance

Collaborate with partners

Identify referral opportunities

Welcome and guide customers

Offer advice on digital options

Conduct client conversations

Recommend alternative banking channels

Provide personal banking advice

Provide investment advice

Meet customer transaction needs

Review customer profiles

Engage customers in conversation

Identify potential opportunities

Address everyday banking plans

Address credit card needs

Contribute to branch business results

Contribute to customer experience

Support operational activities

Act as key team member

Integrate marketing promotions

Organize work information

Find creative approaches

Contribute to improvement

Follow risk and compliance processes

Maintain knowledge of products

Identify suspicious patterns

Comply with legal requirements

Protect Bank's assets

Complete complex tasks

How You'll Work.

Team & Collaboration

Works collaboratively within the branch; Works through various channels with BMO partners; Collaborates with BMO partners; Acts as a key member of a collaborative and versatile branch and market team; Readiness to collaborate and work in different capacities as part of a team

Communication Scope

Verbal & written communication skills - Good

Full Job Description

Application Deadline: 06/15/2026 Address: 908 Blossom Hill Rd. Job Family Group: Retail Banking Sales & Service Part-time 20 hours per week. 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 to provide strategic advice. * Organizes work information to ensure accuracy and completeness. * Takes the initiative to find creative approaches that make each customer’s experience feel personal. * Looks for ways to contribute to the o

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