BMO Financial Group
Retail Banking
AssociateBanker
Neural analysis suggests this role is
optimal for Entry candidates.
“Associate Banker at BMO Financial Group. Skills: customer service, sales, financial advice. 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”
What You'll Achieve.
Contributes to meeting branch business results and the customer experience; Contributes to business results and the overall experience delivered
Industry & Context.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges; Analyzes issues and determines next escalates as required
Ideal Candidate will be available to work M-F 10am-3pm, 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
Basic knowledge of specialized sales and business banking solutions to refer to specialists, Basic specialized knowledge
Nice to Have
Bilingual in Spanish and English or Vietnamese and English is preferred, Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction, Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience, Passionate commitment to helping customers, Drive to deliver a personal customer experience, A focus on results and the ability to thrive in a consultative sales and team-based environment, Resourceful self-starter with courage and confidence to approach customers, Readiness to collaborate and work in different capacities as part of a team, interpersonal skills, including the ability to build rapport and connections with customers, An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges, Verbal & written communication skills - Good, Organization skills - Good, Collaboration & team skills - Good, Analytical and problem solving skills - Good
What You'll Do.
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
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
and fast to bank with BMO
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
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 ongoing improvement of the overall customer experience
Contributes to business results and the overall experience delivered
Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets
maintain their privacy
and act in their best interest
Keeps current with the wider financial services marketplace
the legal and regulatory environment
and our commitment to uphold the highest ethical requirements of our industry
Maintains current knowledge of personal banking products
and trends and integrates into customer conversations
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering
Complies with legal and regulatory requirements for the jurisdiction
Protects the Bank's assets in compliance with all regulatory
and ethical requirements
Completes complex & diverse tasks within given rules/limits
Analyzes issues and determines next escalates as required
Broader work or accountabilities may be assigned as needed
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role
in line with our Risk Culture and within our approved Risk Appetite
making sound and risk informed decisions that align to business strategy
and adhere to applicable policy documents (Frameworks
Procedures and Supporting documents)
How You'll Work.
Team & Collaboration
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; 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: 06/05/2026 Address: 11051 Beach Blvd. Job Family Group: Retail Banking Sales & Service **Bilingual in Spanish and English or Vietnamese and English is preferred** **This is a part-time 20 hours a week position.** **Ideal Candidate will be available to work M-F 10am-3pm** 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 com
Applying for this Associate Banker role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about BMO Financial Group?
Real rants from real employees. Read before you apply.