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. Identify customer needs”
What You'll Achieve.
Contribute to meeting branch business results; Contribute to customer experience
Industry & Context.
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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