Associate Banker

$41,715 - $48,000/Yr

BMO - North Platte, NE

Full-time - Entry Level

North Platte, NE

10,001+ employees

Credit Intermediation and Related Activities

About the position

The position involves delivering exceptional service to BMO customers and prospects by identifying their needs and providing tailored financial solutions. The role emphasizes collaboration within the branch and with BMO partners to enhance customer experience and achieve business objectives. As a lobby leader, the individual will guide customers, recommend banking services, and support operational activities while ensuring compliance with regulations.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Identify customer needs and provide advice on financial solutions.
• Collaborate with BMO partners to enhance customer relationships.
• Guide customers in the branch lobby and offer advice on digital banking options.
• Conduct client conversations about banking services and recommend alternative channels.
• Meet customer transaction needs with seamless execution.
• Review customer profiles and engage in needs-based conversations.
• Support operational activities such as inventory management and service requests.
• Integrate marketing promotions into customer conversations for strategic advice.
• Organize work information to ensure accuracy and completeness.
• Find creative approaches to enhance customer experience.
• Contribute to branch business results and overall customer experience.
• Follow through on risk and compliance processes to safeguard customer assets.

Requirements

• 1 - 2 years of relevant experience or certification in a related field.
• Registration to sell investment products completed or in progress (Canada only).
• Experience in consultative customer service or sales roles.
• Basic knowledge of specialized sales and business banking solutions.
• Strong interpersonal skills and ability to build rapport with customers.
• Aptitude for listening, problem-solving, and responding creatively to challenges.
• Good verbal and written communication skills.
• Good organizational skills and ability to collaborate in a team.

Nice-to-haves

• Confident use of social media, tablets, smartphones, and online tools.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans