What are the responsibilities and job description for the Entry-Level Banking Associate position at BMO Financial?
Application Deadline : 03 / 30 / 2025
Address : 701 S. Zerex
Job Family Group : Retail Banking Sales & Service
Join our team in a dynamic role that focuses on delivering outstanding service to customers and prospects at BMO. As an Entry-Level Banking Associate, you will play a crucial part in identifying customer needs and offering tailored financial solutions that enhance customer satisfaction.
Key Responsibilities :
- Collaborate with BMO partners to discover new opportunities to strengthen customer relationships beyond personal banking.
- Welcome and assist customers in the branch, guiding them through various banking services while promoting digital and self-serve options for convenience.
- Engage clients in meaningful conversations regarding banking services, providing personalized banking and investment advice.
- Ensure efficient execution of customer transactions to deliver a seamless banking experience.
- Conduct thorough reviews of customer profiles and initiate needs-based dialogues to identify opportunities related to everyday banking and credit cards.
- Help achieve branch business targets while enhancing the overall customer experience.
- Support various operational tasks including inventory management, handling service requests, and managing customer applications.
- Actively participate as a key member of a versatile team within the branch.
- Utilize marketing promotions in conversations to provide strategic financial advice.
- Maintain organized and accurate work information.
- Seek innovative ways to personalize each customer's banking experience.
- Continuously look for opportunities to improve the customer experience at the branch.
- Adhere strictly to risk and compliance policies, ensuring the safety and confidentiality of customer assets.
- Stay informed about the financial services marketplace and legal requirements impacting our operations.
- Identify and report any suspicious activities related to money laundering.
- Maintain up-to-date knowledge of personal banking products that can be integrated into customer conversations.
- Complete diverse tasks effectively within established guidelines.
- Analyze issues and determine solutions, escalating when necessary.
Qualifications :
Salary : $41,715.00 - $49,000.00
Pay Type : Salaried
Compensation varies based on experience, location, and education, with opportunities for performance-based incentives and bonuses. Additional benefits include health insurance, tuition reimbursement, life insurance, and retirement plans.
About Us :
At BMO, we strive to make a positive impact in business and life through our shared purpose : Boldly Grow the Good. We believe in working together, innovating, and transforming lives and businesses globally. As a member of our team, you will receive the support and resources necessary to thrive and help our customers succeed from day one.
BMO is proud to be an equal employment opportunity employer and values diversity and inclusivity in the workplace.
Salary : $41,715 - $49,000
