Talent.com
Associate Banker
Associate BankerBank of Montreal • Oak Creek, Wisconsin, USA
Associate Banker

Associate Banker

Bank of Montreal • Oak Creek, Wisconsin, USA
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
  • [job_card.part_time]
[job_card.job_description]

Application Deadline :

01 / 01 / 2026

Address : 8900 S Howell Avenue

Job Family Group :

Retail Banking Sales & Service

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.

  • Collaborates with BMO partners to identify referral opportunities that further grow the customers 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 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 completeness.
  • Takes the initiative to find creative approaches that make each customers experience feel 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 worked 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 Banks assets in compliance with all regulatory legal and ethical requirements.
  • Completes complex & diverse tasks within given rules / limits.
  • Analyzes issues and determines next steps; escalates as required.
  • Broader work or accountabilities may be assigned as needed.

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.
  • Canada only : Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
  • 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 roles with 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.
  • A 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.
  • An aptitude for listening solving problems 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 :

    $41714.00 - $50000.00

    Pay Type : Salaried

    The above represents BMO Financial Groups pay range and type.

    Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.

    BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives discretionary bonuses as well as other perks and rewards. BMO also offers health insurance tuition reimbursement accident and life insurance and retirement savings plans. To view more details of our benefits please visit : Us

    At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting positive change for our customers our communities and our people. By working together innovating and pushing boundaries we transform lives and businesses and power economic growth around the world.

    As a member of the BMO team you are valued respected and heard and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones as you help our customers reach theirs. From in-depth training and coaching to manager support and network-building opportunities well help you gain valuable experience and broaden your skillset.

    To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race religion color national origin sex (including pregnancy childbirth or related medical conditions) sexual orientation gender identity gender expression transgender status sexual stereotypes age status as a protected veteran status as an individual with a disability or any other legally protected characteristics. We also consider applicants with criminal histories consistent with applicable federal state and local law.

    BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process please send an e-mail to and let us know the nature of your request and your contact information.

    Note to Recruiters : BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.

    Required Experience :

    IC

    Key Skills

    Sales Experience,Presentation Skills,Financial Services,Customer Service,Financial Acumen,Fraud,Math,Military Experience,Banking,Upselling,Cash Handling,RMF

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

    Monthly Salary Salary : 41714 - 50000

    [job_alerts.create_a_job]

    Associate Banker • Oak Creek, Wisconsin, USA

    [internal_linking.similar_jobs]
    Associate Banker PAY STARTING AT DOE

    Associate Banker PAY STARTING AT DOE

    North Shore Bank • Greendale, WI, United States
    [job_card.full_time]
    North Shore Bank is about helping families thrive, businesses grow and communities flourish.We are dedicated to championing our customers, empowering them to bank their best life, and supporting th...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Relationship Banker

    Relationship Banker

    Old National Bank • Milwaukee, WI, United States
    [job_card.full_time]
    Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Customer Care Associate

    Customer Care Associate

    Equiniti • Milwaukee, WI, United States
    [job_card.full_time]
    This role will be fully onsite in our Milwaukee, WI location.Temporary Assignment lasting 3-4 months.EQ Shareholder Services provides comprehensive solutions to support organizations throughout the...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Teller / Customer Service Representative I

    Teller / Customer Service Representative I

    Port Washington State Bank • Thiensville, WI, United States
    [job_card.full_time]
    Port Washington State Bank, a 15-time Top Workplace winner, is a community-minded bank where people build lasting careers. Whether you're exploring a new path or looking to grow your experience, thi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Dentist

    Associate Dentist

    Imagen Dental Partners • River Hills, WI, United States
    [job_card.full_time]
    At Bayshore Dental our mission is to provide high-quality dental care in a comfortable and friendly atmosphere to promote the health of our patients. The professional dental care we provide strives ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Warehouse Associate

    Warehouse Associate

    Adecco • Sturtevant, WI, US
    [job_card.full_time]
    Now Hiring : Warehouse Associates– Contract-to-Hire!.This is a contract-to-hire opportunity offering weekly pay, a clean, climate-controlled, team-focused environment, and the chance to grow y...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    1st Shift - Sales Representative

    1st Shift - Sales Representative

    Staffing Support Specialists • Menomonee Falls, WI, United States
    [job_card.full_time]
    The Area Sales Representative (ASR) is accountable for revenue generation, customer relationships, and growing customer base within an assigned geographical area. The ASR is required to compile comp...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Banker

    Banker

    Associated Bank • Germantown, WI, US
    [job_card.full_time]
    At Associated Bank, we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your g...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Business Banker - To 125K - Brookfield, WI

    Business Banker - To 125K - Brookfield, WI

    The Symicor Group • Brookfield, WI, United States
    [job_card.full_time]
    Business Banker – To $125K – Brookfield, WI – Job # 3279.The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition cen...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Bank Sales & Service Representative (Universal Banker)

    Bank Sales & Service Representative (Universal Banker)

    First Citizens Bank • Menomonee Falls, WI, US
    [job_card.full_time]
    At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.The Sales and Serv...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Merchandise Associate - TJ Maxx $16-$35 / hr

    Merchandise Associate - TJ Maxx $16-$35 / hr

    TJ Maxx • Mequon, WI, United States
    [job_card.full_time]
    No experience requited, hiring immediately, appy now.Job Summary : Responsible for delivering a highly satisfied customer experience demonstrated by engaging and interacting with all customers, embo...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Retail Relationship Banker

    Retail Relationship Banker

    Bmo • Brookfield, WI, US
    [job_card.part_time]
    Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the b...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Banker

    Associate Banker

    BMO Financial Group • Oak Creek, WI, United States
    [job_card.part_time]
    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.Work...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Regional Director

    Associate Regional Director

    Allspring Global Investments • Milwaukee, WI, United States
    [job_card.full_time]
    Work where your ideas have impact.Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet cl...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Relationship Banker

    Relationship Banker

    Old National Bancorp • Brookfield, WI, US
    [job_card.full_time]
    Old National Bank has been serving clients and communities since 1834.With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted partner, ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Banker

    Associate Banker

    Bank of Montreal • Oak Creek, WI, United States
    [job_card.part_time]
    Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the b...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Warehouse Associate

    Warehouse Associate

    Foxconn Industrial Internet • Sturtevant, WI, US
    [job_card.full_time]
    Foxconn Wisconsin is seeking a.Warehouse team to receive, process, label, and store incoming stock.Once a part of the team, you will be responsible for a wide variety of tasks within a production e...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Portfolio Executive - Full-Time Roles Starting in Spring 2026

    Associate Portfolio Executive - Full-Time Roles Starting in Spring 2026

    CH Robinson • Milwaukee, WI, US
    [job_card.full_time]
    Join us as an Associate Portfolio Executive and begin learning and building your customer portfolio as part of an accelerated training track, ensuring service delivery aligns with customer commitme...[show_more]
    [last_updated.last_updated_30] • [promoted]