What are the responsibilities and job description for the Associate Banker position at BMO Financial?
Delivers exceptional service to BMO customers and prospects by identifying their needs and providing advice on financial solutions that benefit them.
Key Responsibilities:
- Collaborate with BMO partners to identify referral opportunities and grow the customer's relationship beyond personal banking.
- Welcome and guide customers in the branch lobby, offering advice on digital and self-serve options to make banking easy, simple, and fast.
- Conduct client conversations about banking services, recommending alternative channels and providing personal banking and investment advice as a lobby leader.
- Meet customer transaction-based needs with seamless execution.
- Review customer profiles and engage in needs-based conversations to identify potential opportunities and address everyday banking plans and credit card needs.
- Contribute to meeting branch business results and delivering an excellent customer experience.
- Support operational activities, including inventory management, escalated service requests, and following up on customer applications.
- Act as a key member of a collaborative branch and market team.
- Prove your ability to understand customer needs and integrate marketing promotions into conversations to provide strategic advice.
- Organize work information for accuracy and completeness.
- Find creative approaches to make each customer's experience feel personal.
- Contribute to the ongoing improvement of the overall branch customer experience.
Requirements:
- Typically 1-2 years of relevant experience or equivalent combination of education and experience.
- Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months).
- Confident use of social media, tablets, smartphones, online tools, and applications.
- Experience in consultative customer service or sales roles with a drive to deliver a personal customer experience.
- Basic knowledge of specialized sales and business banking solutions.
- Passionate commitment to helping customers.
- Familiarity with results-driven sales and team-based environments.
- Resourceful self-starter with courage and confidence to approach customers.
- Ability to collaborate and work in different capacities as part of a team.
- Strong interpersonal skills, including rapport building and connections with customers.
- Aptitude for listening, problem-solving, and responding flexibly and creatively to new challenges.
Benefits:
BMO offers a competitive salary range of $41,715.00 - $49,000.00, paid hourly or annually. Salaries vary based on factors such as location, skills, experience, education, and qualifications. Our total compensation package includes performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
About Us:
BMO Financial Group is driven by a shared Purpose: Boldly Grow the Good in business and life. We aim to create lasting, positive change for our customers, communities, and people. By working together, innovating, and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
Salary : $41,715 - $49,000
