Associate Banker

Join to apply for the Associate Banker role at BMO U.S.

Part‑time: 20 hours per week. Bilingual in English and Spanish Language is preferred.

• Deliver exceptional service to BMO customers and prospects, identifying customer needs and providing advice on financial solutions that align with customers’ best interests.
• Collaborate with BMO partners to identify referral opportunities that deepen the customer relationship beyond personal banking.
• Welcome and guide customers into the branch lobby, offering digital and self‑serve options to make banking easy, simple, and fast.
• Assist in client conversations about banking services, recommending alternative channels and providing personal banking and investment advice.
• Execute customer transaction‑based needs seamlessly.
• Review customer profiles and engage customers in needs‑based conversations to identify opportunities and address everyday banking and credit‑card needs.
• Support operational activities such as inventory management, escalated service requests, application follow‑up, filing, and opening/closing activities.
• Act as a key member of a collaborative and versatile branch and market team.
• Probe to understand customers’ personal banking and credit‑card needs, integrating marketing promotions and programs into conversations for strategic advice.
• Organize work information to ensure accuracy and completeness.
• Take initiative to find creative approaches that personalize each customer experience.
• Identify ways to improve the overall customer experience.
• Contribute to business results and the overall experience delivered.
• Work at multiple branches or through various channels based on market needs; schedule may vary week to week.
• Follow risk and compliance processes and policies to safeguard customers’ assets, maintain their privacy, and act in their best interest.
• Keep current with the financial services marketplace, the legal and regulatory environment, and ethical requirements.
• Maintain current knowledge of personal banking products and trends, integrating them into customer conversations.
• Identify and report suspicious activity potentially related to money laundering.
• Comply with legal and regulatory requirements for the jurisdiction.
• Protect the Bank’s assets in compliance with all regulatory, legal, and ethical requirements.
• Complete complex and diverse tasks within given rules.
  • Analyze issues, determine next steps, and escalated as required.
  • Broader work or accountabilities may be assigned as needed.

• Typically 1–2 years of relevant experience and/or certification in a related field, or an equivalent combination of education and experience.
• For Canada only:
  Registration to sell investment products completed or in progress (must be completed within 12 months).
• Confidence and experience using social media, tablets, smartphones, online tools, and applications.
• Experience in consultative customer service or sales roles and a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• Focus on results and the ability to thrive in a consultative sales and team‑based environment.
• Resourceful self‑starter with courage and confidence to approach customers.
• 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.
• Aptitude for listening, problem solving, and responding flexibly and creatively to new challenges.
• Basic specialized knowledge.
• Verbal & written communication skills – Good.
• Organization skills – Good.
• Collaboration & team skills – Good.
• Analytical and problem‑solving skills – Good.

Salary: $43,100.00 - $58,300.00 per year (pro‑rated for part‑time). This range is based on location, skills, experience, education, and qualifications.

Pay Type: Salaried. May include commission structure for the role.

BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For full benefits details, visit:

We are an equal‑employment‑opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, disability status, or any other protected characteristic. We also consider applicants with criminal histories, consistent with applicable law. BMO is committed to providing reasonable accommodations to individuals with disabilities. If you need an accommodation for any part of the employment process, please e‑mail