Associate Banker
$44,300–$66,400 year
On-site · San Mateo, California, United States
Job Summary
Associate Banker at BMO required to deliver exceptional service in retail banking, identify customer needs, and provide guidance on banking solutions including personal banking, credit cards, and investment advice. The role involves proactive collaboration with branch and partners to grow customer relationships, conduct needs-based conversations, promote digital/self-serve options, assist with transactional needs, and support branch operations. The position emphasizes a personalized customer experience, referral opportunities, risk and compliance adherence, and adaptability to multi-branch coverage with potential variable scheduling. Strong interpersonal, listening, problem-solving, and communication skills are essential, along with familiarity with banking products and a customer-centric approach to drive business results. The posting notes that work may occur across multiple branches or channels and may include hybrid or on-site requirements depending on market needs.
Required Qualifications
- Typically 1–2 years of relevant experience and/or certification in related field of study desirable or equivalent experience
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