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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-timeChicago, IL, 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.
  • For Canada only, registration to sell investment products must be completed or in progress and completed within 12 months, as appropriate for the jurisdiction.
  • Experience using social media, tablets, smartphones, online tools, and applications.
  • Experience in consultative customer service or sales roles.
  • Basic knowledge of specialized sales and business banking solutions for referral to specialists.
  • Basic specialized knowledge.

Responsibilities

  • Deliver service to BMO customers and prospects by identifying customer needs and providing advice and guidance on financial solutions.
  • Collaborate with BMO partners to identify referral opportunities that grow customers’ relationships beyond personal banking.
  • Welcome and guide customers in the branch lobby and advise them on digital and self-service options.
  • Conduct client conversations about banking services and recommend alternative banking channels, personal banking, and investment options.
  • Meet customer transaction-based needs with seamless execution.
  • Review customer profiles and conduct needs-based conversations to identify banking-plan and credit-card opportunities.
  • Support branch operational activities, including inventory management, escalated service requests, follow-up on customer applications, filing, and opening and closing activities.
  • Follow risk and compliance processes and policies to safeguard customer assets and privacy.
  • Maintain knowledge of financial services, legal and regulatory requirements, personal banking products, practices, and trends.
  • Identify and report suspicious activity potentially related to money laundering.
  • Comply with applicable legal, regulatory, and ethical requirements.
  • Analyze issues, determine next steps, and escalate as required.
  • Apply the Risk Management Framework and approved Risk Appetite when making risk-informed decisions.

Desired Qualifications

  • Relevant certification in a related field of study.

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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