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Bank of Montreal

Runs Canadian and US banks for people and firms

Associate Banker

Retail & Commercial BankingUpdated on Nov 9
Part-timeScottsdale, AZ, USAIn-person

About the Job

Requirements

  • Typically, 1–2 years of relevant experience and/or certification in a related field of study is desirable, or an equivalent combination of education and experience.
  • In Canada, registration to sell investment products must be completed or in progress, as appropriate for the jurisdiction, and completed within 12 months.
  • Confident and experienced in using social media, tablets, smartphones, online tools, and applications.
  • Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
  • Basic knowledge of specialized sales and business banking solutions to refer customers to specialists.
  • Maintain current knowledge of personal banking products, practices, and trends and integrate that knowledge into customer conversations.
  • Follow risk and compliance processes and policies, safeguard customer assets and privacy, act in customers’ best interests, and comply with applicable legal, regulatory, and ethical requirements.
  • Identify and report suspicious patterns of activity suspected to be related to money laundering.
  • 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.
  • Good verbal and written communication, organization, collaboration, teamwork, analytical, and problem-solving skills.
  • Ability to build rapport and connections with customers, listen, solve problems, and respond flexibly and creatively to new challenges.
  • Ability to work in different capacities as part of a team and in a consultative, results-focused sales environment.

Responsibilities

  • Deliver customer service to customers and prospects by identifying their needs and providing advice and guidance on financial solutions in their best interests.
  • Collaborate with bank partners to identify referral opportunities that grow customers’ relationships with the bank beyond personal banking.
  • Welcome and guide customers in the branch lobby, advising them about digital and self-service options to make banking easy, simple, and fast.
  • Conduct lobby conversations about banking services and recommend alternative banking channels while providing personal banking and investment advice.
  • Meet customers’ transaction-based needs with seamless execution.
  • Review customer profiles and conduct needs-based conversations to identify opportunities and address everyday banking plans and credit card needs.
  • Contribute to branch business results and the customer experience.
  • Support operational activities, including inventory management, escalated service requests, following up on customer applications, filing, and opening and closing activities.
  • Integrate marketing promotions and programs into customer conversations to provide strategic advice about personal banking and credit card needs.
  • Organize work information to ensure accuracy and completeness.
  • Find creative approaches to personalize each customer’s experience and contribute to ongoing improvements in the overall customer experience.
  • Work at multiple branches or through various channels as market needs require; work schedules may differ from week to week in days, hours, and shifts.
  • Complete complex and diverse tasks within established rules and limits, analyze issues, determine next steps, and escalate as required.
  • Perform broader work or accountabilities as assigned.

Desired Qualifications

  • A passion for helping customers and delivering a personal customer experience.
  • Resourcefulness and initiative in approaching customers.
  • Experience with specialized knowledge relevant to the role.

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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