Retail Banker

As an Associate Banker at BMO Financial, you’ll support clients with everyday banking needs while learning the foundations of financial planning in the Banking, Insurance & Investment team. You’ll handle transactions, open accounts, and identify opportunities to connect clients to lending, insurance, and basic investment solutions. Working in BMO’s inclusive and empowering culture, you’ll collaborate with advisors to help customers move closer to their financial goals. This role offers structured training, clear growth paths into advisory positions, and the chance to build a long-term career in financial services with a purpose-driven organization. Deliver friendly, professional service for everyday banking transactions and inquiries Support clients with basic lending, insurance, and investment solutions, referring to specialists when needed Identify client needs and recommend appropriate BMO banking and investment products Open and maintain accounts, process deposits, withdrawals, and payments accurately Ensure compliance with regulatory, risk, and security policies in all client interactions Use digital and CRM tools to document interactions and follow up on client opportunities Collaborate with branch and advisory teams to achieve sales and service goals Participate in ongoing training to deepen product knowledge and advisory skills Promote BMO’s inclusive culture and accessible banking solutions Contribute to branch initiatives and community outreach activities Retail banking operations Customer service Cash handling and balancing Sales and cross-selling Financial needs assessment Basic investment products knowledge Insurance products knowledge CRM and banking software Regulatory and compliance knowledge Verbal and written communication Medical Insurance Dental Insurance Vision Insurance Life Insurance 401k FINRA Series 6 or 7 (preferred) FINRA Series 63 or 66 (preferred) State life/health insurance license (preferred) Certified Financial Planner (CFP) – nice to have Bachelor’s degree in finance, business, or related field