Associate Banker
$44,300–$66,400 year
On-siteMilpitas, California, United States
Job Summary
Delivers exceptional service to BMO customers by welcoming them into the branch lobby, guiding them through digital options, and identifying needs for financial solutions. Collaborates with partners to refer referral opportunities and recommends alternative banking channels while addressing everyday banking plans and credit card needs. Supports operational activities including inventory management, filing, and following up on customer applications. Probes to understand personal banking and credit card needs, integrating marketing promotions into conversations to provide strategic advice. Follows risk and compliance processes to safeguard assets, reports suspicious activity related to money laundering, and analyzes issues to determine next steps or escalate as required. Works part-time for 20 hours per week with a schedule that may vary by day and shift.
Required Qualifications
- Part-time 20 hours per week
- Canada only
- Registration to sell investment products completed or in progress (must be completed within 12 months)
- Typically between 1 – 2 years of relevant experience and/or certification in related field of study
- Equivalent combination of education and experience
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications
- Some experience in a consultative customer service or sales roles
- 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
- 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
- Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest
- Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry
- Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering
- Complies with legal and regulatory requirements for the jurisdiction
- Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements
- Completes complex & diverse tasks within given rules/limits
- Analyzes issues and determines next steps; escalates as required
- Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations
Desired Qualifications
- Bilingual in English and Spanish Language
- Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable
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