BMO U.S.
Join to apply for the
Associate Banker
role at
BMO U.S.
The branch assignment for this opening will be determined at time of offer and will vary based on business need. The candidate should be open to assignment at any of the locations listed on the posting.
Responsibilities
Collaborate with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
Welcome and guide customers as they walk into the branch lobby, and offer advice and guidance on available digital and self‑serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assist in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meet customer transaction‑based needs with seamless execution.
Review customer profiles and engage customers in a needs‑based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contribute to meeting branch business results and the customer experience.
Support operational activities (e.g., inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Act as a key member of a collaborative and versatile branch and market team.
Probe to understand customer personal banking and credit card needs and integrate marketing promotions and programs into customer conversations to provide strategic advice.
Organize work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer’s experience feel personal.
Look for ways to contribute to the ongoing improvement of the overall customer experience.
Contribute to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follow through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
Keep current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintain current knowledge of personal banking products, practices, and trends and integrate into customer conversations.
Identify and report suspicious patterns of activity that are suspected to be related to money laundering.
Comply with legal and regulatory requirements for the jurisdiction.
Protect the Bank’s assets in compliance with all regulatory, legal, and ethical requirements.
Complete complex & diverse tasks within given rules/limits.
Analyze issues and determine next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications
Typically between 1–2 years of relevant experience and/or certification in a related field of study desirable, or an equivalent combination of education and experience.
Confident and experienced in the use of 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 to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team‑based environment.
Resourceful self‑starter with courage 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.
Verbal & written communication skills – Good.
Organization skills – Good.
Collaboration & team skills – Good.
Analytical and problem‑solving skills – Good.
Salary and Pay Type $41,714.00 – $50,000.00 – Salaried
Benefits BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Learn more about our total compensation package and benefits at https://jobs.bmo.com/global/en/Total-Rewards.
About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
EEO Statement BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com.
Note to Recruiters BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
#J-18808-Ljbffr
Associate Banker
role at
BMO U.S.
The branch assignment for this opening will be determined at time of offer and will vary based on business need. The candidate should be open to assignment at any of the locations listed on the posting.
Responsibilities
Collaborate with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
Welcome and guide customers as they walk into the branch lobby, and offer advice and guidance on available digital and self‑serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assist in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meet customer transaction‑based needs with seamless execution.
Review customer profiles and engage customers in a needs‑based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contribute to meeting branch business results and the customer experience.
Support operational activities (e.g., inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Act as a key member of a collaborative and versatile branch and market team.
Probe to understand customer personal banking and credit card needs and integrate marketing promotions and programs into customer conversations to provide strategic advice.
Organize work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer’s experience feel personal.
Look for ways to contribute to the ongoing improvement of the overall customer experience.
Contribute to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follow through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
Keep current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintain current knowledge of personal banking products, practices, and trends and integrate into customer conversations.
Identify and report suspicious patterns of activity that are suspected to be related to money laundering.
Comply with legal and regulatory requirements for the jurisdiction.
Protect the Bank’s assets in compliance with all regulatory, legal, and ethical requirements.
Complete complex & diverse tasks within given rules/limits.
Analyze issues and determine next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications
Typically between 1–2 years of relevant experience and/or certification in a related field of study desirable, or an equivalent combination of education and experience.
Confident and experienced in the use of 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 to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team‑based environment.
Resourceful self‑starter with courage 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.
Verbal & written communication skills – Good.
Organization skills – Good.
Collaboration & team skills – Good.
Analytical and problem‑solving skills – Good.
Salary and Pay Type $41,714.00 – $50,000.00 – Salaried
Benefits BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Learn more about our total compensation package and benefits at https://jobs.bmo.com/global/en/Total-Rewards.
About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
EEO Statement BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com.
Note to Recruiters BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
#J-18808-Ljbffr