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Bank of Montreal

Runs Canadian and US banks for people and firms

Associate Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Part-timeWaunakee, WI, USA

About the Job

Requirements

  • Typically have 1–2 years of relevant experience and/or certification in a related field of study, or an equivalent combination of education and experience.
  • For Canada only, registration to sell investment products must be completed or in progress and completed within 12 months, as appropriate for the jurisdiction.
  • Be confident and experienced using social media, tablets, smartphones, online tools, and applications.
  • Have some experience in consultative customer service or sales roles.
  • Have basic knowledge of specialized sales and business banking solutions to refer customers to specialists.
  • Have basic specialized knowledge.
  • Have good verbal and written communication skills.
  • Have good organization skills.
  • Have good collaboration and team skills.
  • Have good analytical and problem-solving skills.

Responsibilities

  • Deliver service to customers and prospects; identify customer needs and provide advice and guidance on financial solutions in customers’ best interests.
  • Collaborate with BMO partners to identify referral opportunities that grow customer relationships beyond personal banking.
  • Welcome and guide customers in the branch lobby, and advise them on digital and self-service options to make banking easy, simple, and fast.
  • Conduct customer conversations about banking services, recommend alternative banking channels, and provide personal banking and investment advice.
  • Meet customer transaction needs with seamless execution.
  • Review customer profiles and discuss needs to identify opportunities and address everyday banking plans and credit card needs.
  • Contribute to branch business results and customer experience.
  • Support operational activities, including inventory management, escalated service requests, following up on customer applications, filing, and opening and closing activities.
  • Serve as a member of the branch and market team.
  • Understand customers’ personal banking and credit card needs and integrate marketing promotions and programs into conversations to provide strategic advice.
  • Organize work information to ensure accuracy and completeness.
  • Find creative approaches to make each customer’s experience personal.
  • Identify ways to improve the overall customer experience.
  • Work at multiple branches or through various channels based on market needs; work schedules may vary in days, hours, and shifts.
  • Follow risk and compliance processes and policies to safeguard customer assets, maintain privacy, and act in customers’ best interests.
  • Stay current with the financial services marketplace, legal and regulatory environment, and applicable ethical requirements.
  • Maintain knowledge of personal banking products, practices, and trends and integrate that knowledge into customer conversations.
  • Identify and report suspicious patterns of activity suspected to be related to money laundering.
  • Comply with jurisdictional legal and regulatory requirements.
  • Protect the Bank’s assets in compliance with regulatory, legal, and ethical requirements.
  • Complete complex and diverse tasks within established rules and limits.
  • Analyze issues, determine next steps, and escalate as required.
  • Apply the Risk Management Framework and Risk Culture within the approved Risk Appetite, making sound, risk-informed decisions aligned with business strategy and applicable policies, standards, procedures, laws, and regulations.
  • Perform broader work or accountabilities as assigned.

Desired Qualifications

  • Have a passion for helping customers and a drive to deliver a personal customer experience.
  • Be able to thrive in a consultative sales and team-based environment.
  • Be a resourceful self-starter, confident in approaching customers.
  • Be ready to collaborate and work in different capacities as part of a team.
  • Have the ability to build rapport and connections with customers.
  • Have an aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.

About the Company

Bank of Montreal

Runs Canadian and US banks for people and firms

Bank of Montreal, known as BMO, runs a Canadian bank and a large American bank, serving households and businesses on both sides of the border. Until the Bank of Canada opened in 1935, it acted as the Canadian government's banker. People use its branches and apps for accounts, mortgages, credit cards, and investments, while companies borrow from it and turn to its BMO Capital Markets arm to raise money and trade securities. BMO makes money on the gap between the interest it charges on loans and pays on deposits, plus fees from managing wealth and advising on deals. Bank of Montreal was founded in 1817 as Canada's first bank, and it keeps its legal head office in Montreal and its executive offices in Toronto, Canada.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1817

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