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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-timeAlbuquerque, NM, USA

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, is desirable.
  • For Canada only, registration to sell investment products must be completed or in progress and completed within 12 months, where appropriate for the jurisdiction.
  • Confident and experienced in 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.
  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Good verbal and written communication skills.
  • Good organizational skills.
  • Good collaboration and team skills.
  • Good analytical and problem-solving skills.

Responsibilities

  • Deliver service to customers and prospects by identifying needs and providing guidance on financial solutions that are in customers’ best interests.
  • Collaborate with bank partners to identify referrals that grow customer relationships beyond personal banking.
  • Welcome and guide customers in the branch lobby, advising them on digital and self-service options.
  • Lead lobby conversations about banking services and recommend alternative channels while providing personal banking and investment advice.
  • Meet customer transaction needs with seamless execution.
  • 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.
  • 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.
  • Look for creative ways to make each customer’s experience personal and improve the overall customer experience.
  • Work at multiple branches or through various channels as market needs require; the schedule may vary from week to 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, the legal and regulatory environment, and applicable ethical requirements.
  • Maintain current 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 applicable legal and regulatory requirements and protect bank assets.
  • Complete complex and diverse tasks within established rules and limits; analyze issues, determine next steps, and escalate as needed.
  • Apply the Risk Management Framework and Risk Culture, make informed decisions within approved Risk Appetite, protect assets, and follow applicable policies, standards, procedures, laws, and regulations.
  • Perform broader work or accountabilities as assigned.

Desired Qualifications

  • Typically, 1–2 years of relevant experience and/or certification in a related field of study, or an equivalent combination of education and experience, is desirable.
  • A passion for helping customers and a drive to deliver a personal customer experience.
  • A focus on results and the ability to thrive in a consultative sales and team-based environment.
  • Resourcefulness and confidence in approaching customers.
  • Readiness to collaborate and work in different capacities as part of a team.
  • Basic specialized knowledge.

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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