Associate Banker
$43,100–$58,300 year
On-site · Long Beach, California, United States
Job Summary
Associate Banker at BMO in Long Beach (Part-Time, 20 hours/week) focuses on delivering exceptional service to customers, identifying needs, and guiding customers toward financial solutions across personal banking, credit cards, and digital/self-serve channels. The role emphasizes needs-based conversations, referrals to expand customer relationships, lobby guidance, collaborative teamwork with branch partners, compliance and risk awareness, and contributing to branch business results. The position may involve working at multiple branches based on market needs and may have varied days/hours. Requires 1–2 years of relevant experience and/or related certifications (Canada-specific investment product registration may be required within 12 months). Strong communication, listening, problem-solving, and interpersonal skills are essential, along with the ability to adapt to a consultative sales and service environment and to uphold regulatory and privacy standards.
Required Qualifications
- Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience
- Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction (Canada)
- Verbal & written communication skills - Good
- Organization skills - Good
- Collaboration & team skills - Good
- Analytical and problem solving skills - Good
- Basic specialized knowledge
- 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
- Basic knowledge of specialized sales and business banking solutions to refer to specialists
- Drive to deliver a personal customer experience
- A focus on results and the ability to thrive in a consultative sales and team-based environment
- Passion for helping customers
- Resourceful self-starter with courage and confidence to approach customers
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.