BMO
Retail Banking
AssociateBanker
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Associate Banker at BMO. Skills: Sales, Customer service, Financial advice. Deliver exceptional service. Identify customer needs”
What You'll Achieve.
Achieve business objectives; Meet branch business results; Contribute to business results
Industry & Context.
Problem solving skills; Analyze issues; Determine escalations
Work at multiple branches, Work through various channels
What They're Looking For.
Must Have
1-2 years relevant experience, Certification in related field, Registration to sell investment products, Confident use of social media, Confident use of tablets, Confident use of Smart phones, Confident use of online tools, Confident use of applications, Consultative customer service experience, Sales roles experience, Basic knowledge of sales solutions, Basic knowledge of business banking solutions, Interpersonal skills, Ability to build rapport, Ability to build connections, Aptitude for listening, Aptitude for solving problems, Aptitude for responding flexibly, Aptitude for responding creatively, Basic specialized knowledge, Good verbal communication skills, Good written communication skills, Good organization skills, Good collaboration skills, Good team skills, Good analytical skills, Good problem solving skills
Nice to Have
Bilingual in English and Spanish
What You'll Do.
Deliver exceptional service
Identify customer needs
Provide financial advice
Provide guidance on financial solutions
Collaborate with partners
Identify referral opportunities
Grow customer relationships
Offer advice on digital options
Offer guidance on self-serve 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 needs-based conversation
Identify potential opportunities
Address everyday banking plans
Address credit card needs
Contribute to 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
Integrate marketing promotions
Integrate marketing programs
Provide strategic advice
Organize work information
Find creative approaches
Contribute to improvement
Follow risk processes
Follow compliance processes
Maintain customer privacy
Act in customer's best interest
Keep current with marketplace
Keep current with legal environment
Keep current with regulatory environment
Uphold ethical requirements
Maintain current knowledge of products
Maintain current knowledge of practices
Maintain current knowledge of trends
Identify suspicious activity
Report suspicious activity
Comply with legal requirements
Comply with regulatory requirements
Complete complex tasks
Complete diverse tasks
Determine escalations
Apply Risk Management Framework
Make risk informed decisions
Align decisions to business strategy
Adhere to policy documents
Adhere to regulations
How You'll Work.
Team & Collaboration
Collaborative branch team; Versatile branch team; Market team; BMO partners
Communication Scope
Verbal communication; Written communication
Full Job Description
Application Deadline: 06/22/2026 Address: 494 Magnolia Ave. Job Family Group: Retail Banking Sales & Service Bilingual in English and Spanish Language is preferred. 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 way
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