BMO

Retail Banking

AssociateBanker

$42–51k Torrance, California, United States PART TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Associate Banker at BMO. Skills: Customer service, Sales, Financial advice. Deliver exceptional service. Identify customer needs”

What You'll Achieve.

Contribute to meeting branch business results; Contribute to customer experience

Industry & Context.

Retail Banking
Problems you'll solve

Problem solving skills

What They're Looking For.

Must Have

1-2 years relevant experience, Registration to sell investment products completed or in progress

Nice to Have

Bilingual in Spanish and English, Certification in related field of study

What You'll Do.

Deliver exceptional service

Identify customer needs

Provide financial advice

Collaborate with partners

Identify referral opportunities

Offer self-serve options

Conduct client conversations

Recommend alternative channels

Provide personal banking advice

Provide investment advice

Meet customer transaction needs

Review customer profiles

Identify potential opportunities

Address everyday banking plans

Address credit card needs

Contribute to branch results

Contribute to customer experience

Support operational activities

Follow risk compliance processes

Maintain customer privacy

Act in customer best interest

Keep current with marketplace

Keep current with legal environment

Keep current with regulatory environment

Uphold ethical requirements

Maintain current product knowledge

Integrate product knowledge

Identify suspicious activity

Report suspicious activity

Comply with legal requirements

Comply with regulatory requirements

Complete complex tasks

Determine escalations

Apply Risk Management Framework

Make risk informed decisions

Align decisions to strategy

Adhere to policy documents

Adhere to regulations

How You'll Work.

Team & Collaboration

Collaborative branch team; Versatile market team; BMO partners

Communication Scope

Verbal communication; Written communication

Full Job Description

Application Deadline: 07/03/2026 Address: 23330 Hawthorne Blvd. Job Family Group: Retail Banking Sales & Service **This is a part-time 20 hours a week position.** **Bilingual in Spanish and English 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 cus

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