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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-timeCentennial, CO, USAIn-person

About the Job

Requirements

  • Typically 1–2 years of relevant experience and/or certification in a related field of study, or an equivalent combination of education and experience.
  • In Canada, registration to sell investment products must be completed or in progress and completed within 12 months, as applicable to the jurisdiction.
  • Confident and experienced using social media, tablets, smartphones, online tools, and applications.
  • Some 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 to refer customers to specialists.
  • Ability to apply basic specialized knowledge.
  • Good verbal and written communication skills.
  • Good organization skills.
  • Good collaboration and team skills.
  • Good analytical and problem-solving skills.

Responsibilities

  • Deliver service to customers and prospects by identifying their needs and providing guidance on financial solutions in their best interests.
  • Collaborate with branch colleagues and BMO partners to identify referral opportunities that expand customers’ relationships beyond personal banking.
  • Welcome and guide customers in the branch lobby and advise them on digital and self-service banking options.
  • Lead lobby conversations about banking services, recommend alternative banking channels, and provide personal banking and investment advice.
  • Execute customer transaction needs seamlessly.
  • Review customer profiles and hold needs-based conversations to identify opportunities and address everyday banking plans and credit card needs.
  • Contribute to branch business results and customer experience goals.
  • Support operational activities, including inventory management, escalated service requests, following up on customer applications, filing, and opening and closing activities.
  • Work as a member of a collaborative and versatile branch and market team.
  • Identify customers’ personal banking and credit card needs and incorporate 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 and contribute to ongoing improvement of the customer experience.
  • Work at multiple branches or through various channels as market needs require; the schedule may vary by week 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 current knowledge of personal banking products, practices, and trends and incorporate it into customer conversations.
  • Identify and report suspicious activity patterns suspected to relate to money laundering.
  • Comply with legal and regulatory requirements for the jurisdiction.
  • 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.
  • Take measured risks while applying the Risk Management Framework in line with the organization’s Risk Culture and approved Risk Appetite; make informed decisions aligned with business strategy that protect assets and comply with applicable policies, standards, procedures, laws, and regulations.
  • Perform broader work or accountabilities as assigned.

Desired Qualifications

  • A certification in a related field of study is desirable, or an equivalent combination of education and experience.

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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