Associate Banker Position at BMO Bank N.A.
Overview
We seek an Associate Banker to lead customer interactions in Chicago. This part-time role requires delivering personalized banking experiences and driving sales. You will manage transactions, comply with regulations, and collaborate with teams to exceed customer expectations. The ideal candidate thrives in a consultative environment and demonstrates strong analytical and interpersonal abilities.
What You'll Do11
- 1Own daily customer engagements and guide clients through digital and self-service options
- 2Identify client needs and recommend tailored financial solutions
- 3Collaborate with internal and external partners to enhance customer relationships
- 4Conduct needs-based conversations to suggest credit cards and investment products
- 5Maintain accurate branch records and follow compliance procedures
- 6Analyze transactional data to improve service delivery and identify opportunities
- 7Escalate complex service requests and resolve issues promptly
- 8Promote BMO products through targeted marketing strategies
- 9Support operational tasks like inventory management and application processing
- 10Adapt schedules across multiple branches based on market demands
- 11Ensure risk management protocols are followed during all client interactions
Requirements11
- 13-5 years of experience in retail banking or sales
- 2Certification in financial advisory or banking practices
- 3Proficiency with Excel and CRM systems
- 4Strong verbal and written communication skills
- 5Ability to work independently and in teams
- 6Knowledge of regulatory requirements and data privacy standards
- 7Experience with commission-based compensation structures
- 8Basic understanding of investment products and consulting frameworks
- 9Commitment to delivering exceptional customer service
- 10Familiarity with mobile banking platforms and digital tools
- 11Ability to analyze data and make informed recommendations
Salary Insight
$42 - $50k per year
Location
Required Skills
Similar open positions
Explore active roles that match your skills and interests.
BMO Bank N.A.
VerifiedRetail Banking Sales & Service Role at BMO
Deliver exceptional service to BMO customers and prospects by identifying needs and providing tailored financial solutions. Lead proactive engagement through needs assessments and recommend personalized banking options. Drive business growth by building relationships and managing complex transactions. Apply risk management frameworks to protect assets and ensure compliance. Seek continuous improvement in customer experience across multiple channels.
BMO Bank N.A.
VerifiedRetail Banking Sales & Service Provider - BMO Bank N.A.
Deliver exceptional service to BMO customers and prospects while driving growth and achieving business objectives. Identify customer needs and recommend tailored financial solutions across sales and service channels. Lead proactive engagement and build relationships within the community. Apply risk management frameworks to protect assets and ensure compliance. Seek opportunities to enhance customer experiences and contribute to business success.
BMO Bank N.A.
VerifiedRetail Banking Sales & Service
Delivers exceptional service to BMO customers and prospects by identifying needs and providing personalized financial advice. Engages customers through consultations and digital tools to enhance satisfaction and drive business growth.
BMO Bank N.A.
VerifiedRetail Banking Sales & Service Role
Deliver exceptional customer service at BMO by identifying needs and providing personalized financial advice. Lead engagement across channels to grow loyalty and generate new business. Apply risk management frameworks to protect assets and ensure compliance. Drive sales and service outcomes while maintaining high ethical standards.
Bank of America
VerifiedRelationship Banker - Chicago Suburban South Market
The Relationship Banker leads client interactions in the lobby to educate and assist with transactions using self-service tools. You will process cash transactions accurately and engage clients deeply to understand their financial goals. This role drives client satisfaction and contributes to the bank's mission of making financial lives better.
BMO Bank N.A.
VerifiedRetail Banking Sales & Service - Los Angeles
We seek a dynamic Retail Banking Sales & Service professional to deliver exceptional service at BMO Bank N.A. in Los Angeles. You will own customer relationships, engage proactively with prospects and existing clients, and drive personalized financial solutions. This role emphasizes relationship building, strategic advice, and contributing to branch success across multiple channels.