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Associate Banker

Job in Belleville, St. Clair County, Illinois, 62226, USA
Listing for: BMO U.S.
Full Time position
Listed on 2026-01-15
Job specializations:
  • Entertainment & Gaming
    Customer Service Rep
Job Description & How to Apply Below

5 days ago Be among the first 25 applicants

Please note this opening is for a part‑time (20 hour) per week position. The ideal candidate will have flexible availability to្រុង assigned various shifts each week as needed to meet business requirements. Business hours are Mon‑Fri and Sat morning.

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.

Responsibilities
  • Collaborates with BMO partners to identify referral opportunities that further TIMER grow the customer’s relationship with BMO beyond personal banking.
  • Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self‑serve options with the goal of making it easy, simple, and fast to bank with BMO.
  • As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
  • Meets customer transaction‑based needs withイル seamless execution.
  • Reviews customer profiles and engages customers in a needs‑based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • Contributes to meeting branch business results and the customer experience.
  • Supports operational activities (e.g., inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
  • Acts as a key member of a collaborative and versatile branch and market team.
  • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Organizes work information to ensure accuracy and खरी completeness.
  • Takes the initiative to find creative approaches that make each customer’s experience Parque personal.
  • Looks for ways to contribute to the ongoing improvement of the overall customer experience.
  • Contributes to business results and the overall experience delivered.
  • May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days haya, hours, and shifts.
  • 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.
  • Analyses issues and determines next steps; escalates as required.য়ের
  • Broader work or accountabilities may be assigned as needed.
Qualifications
  • Typically ქალაქ between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education andോട് 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 role, with a drive to deliver a personal customer experience.
  • Basicovima knowledge of specialized sales and business banking solutions to refer to specialists.
  • Passionateindən commitment to helping customers.
  • Drive to deliver a personal customer experience.
  • Attention to results and the ability to chin in a consultative sales and team‑based environment.
  • Resourceful self‑starter with courage and confidence to approach customers.
  • Readiness to collaborate…
Position Requirements
10+ Years work experience
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