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Bank of Montreal

Runs Canadian and US banks for people and firms

Associate Banker

Retail & Commercial BankingPosted on Nov 9
Part-timePasadena, CA, USA

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.
  • For 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 use of 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.
  • A focus on results and the ability to work in a consultative sales and team-based environment.
  • Readiness to collaborate and work in different capacities as part of a team.
  • 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 organization skills.
  • Good collaboration and team skills.
  • Good analytical and problem-solving skills.

Responsibilities

  • Deliver exceptional service to customers and prospects by identifying their needs and providing advice and guidance about suitable financial solutions.
  • Collaborate with banking partners to identify referrals that grow customers’ relationships beyond personal banking.
  • Welcome and guide customers in the branch lobby, advising them about digital and self-service options.
  • Assist with lobby conversations about banking services, recommend alternative banking channels, and provide personal banking and investment advice.
  • Meet customers’ 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 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 make each customer’s experience personal and contribute to continuous improvement of the customer experience.
  • Work at multiple branches or through various channels as market needs require; days, hours, and shifts may vary from week to week.
  • Follow risk and compliance processes and policies to safeguard customer assets, maintain privacy, and act in customers’ best interests.
  • Keep current with the financial services marketplace and legal and regulatory environment, and uphold industry ethical requirements.
  • Maintain current knowledge of personal banking products, practices, and trends and integrate that knowledge into customer conversations.
  • Identify and report suspicious activity patterns suspected to relate to money laundering.
  • Comply with legal and regulatory requirements in the jurisdiction and protect bank assets in accordance with regulatory, legal, and ethical requirements.
  • 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 within the approved Risk Appetite, making sound, risk-informed decisions aligned with business strategy and applicable policies, laws, and regulations.
  • Perform broader work or accountabilities as assigned.

Desired Qualifications

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

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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