As an Associate Banker at BMO Financial, you'll provide exceptional service to customers, identifying their needs and recommending financial solutions. This part-time role emphasizes collaboration and customer engagement, ensuring a seamless banking experience.
Key Responsibilities
Deliver exceptional service to customers and prospects
Identify customer needs and provide financial solutions
Collaborate with BMO partners for referral opportunities
Guide customers on banking services and digital options
Conduct client conversations about banking services
Support operational activities like inventory management and escalated service requests
Maintain knowledge of personal banking products and legal requirements
Report suspicious activity related to money laundering
Required Qualifications
1 – 2 years of relevant experience and/or certification in related field
Registration to sell investment products (must be completed within 12 months for Canada)
Experience in consultative customer service or sales roles
Basic knowledge of specialized sales and business banking solutions
Strong interpersonal skills
Good verbal & written communication skills
Organization skills
Analytical and problem-solving skills
Preferred Qualifications
Confident in the use of social media and digital tools
Passionate commitment to helping customers
Resourceful self-starter
Ability to thrive in a consultative sales environment
Benefits & Perks
Health insuranceTuition reimbursementAccident and life insuranceRetirement savings plans