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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-timeCalumet City, IL, 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, is desirable.
  • 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 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 thrive in a consultative sales and team-based environment.
  • Resourcefulness and confidence to approach customers.
  • 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.
  • 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 customer needs and providing advice and guidance on financial solutions in customers’ best interests.
  • Collaborate with branch colleagues and BMO partners across channels to deliver the customer experience and achieve business objectives.
  • Identify referral opportunities with BMO partners to grow customer relationships beyond personal banking.
  • Welcome and guide customers in the branch lobby, and advise them on digital and self-service options.
  • Lead lobby conversations about banking services, recommend alternative banking channels, and provide personal banking and investment advice.
  • Meet customers’ transaction-based 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, application follow-up, 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 approaches that make each customer’s experience personal and contribute to continuous improvement of the customer experience.
  • Work at multiple branches or through various channels based on market needs; schedules may vary by days, hours, and shifts.
  • 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, legal and regulatory environment, and 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 be related to money laundering.
  • Comply with jurisdictional legal and regulatory requirements 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 required.
  • Apply the Risk Management Framework and Risk Culture, make sound and risk-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 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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