bank officer

Jobs via eFinancialCareers

<div>
 
 Principal Responsibilities, Accountabilities and Deliverables of Role:
 
 
 
 <ul>
 <li>
 </li>
 <ul>
 <li>
 Carry out a range of demanding clerical, data input, reconciliation, data administration and monitoring services, ensuring that the work is completed accurately, on time and in adherence to all specified Bank processes, procedures, standards and relevant external regulations.
 </li>
 <li>
 Ensure that the work processed by self and the team adheres to all specified Bank processes, procedures, standards, and relevant external requirements.
 </li>
 <li>
 Identify and suggest improvements to new and existing processes / procedures / systems and the way in which the team operates to improve service quality and process efficiency.
 </li>
 <li>
 Maintain up-to-date awareness of market conditions, bank products and services to ensure that best practice is adopted where required.
 </li>
 <li>
 Participate in the evaluation and implementation of new or upgrades to existing IT systems and new products including the performance of robust user testing in accordance with bank standards.
 </li>
 <li>
 Assist in the preparation of reports and escalating irregularities to management and other regulating units/parties.
 </li>
 <li>
 Provide back-up cover for other colleagues absent due to sickness, training, annual leave etc.
 </li>
 <li>
 Provide business support during weekends, bank holidays and other times when the Bank would usually be closed in Bahrain, but markets are open in other parts of the world
 </li>
 <li>
 Respond to a range of demanding enquiries, clarifying customers and other departments/units understanding of the information being given.
 </li>
 <li>
 Undertake duties at a similar or higher level as required.
 </li>
 <li>
 Undertake delivery of designated activities in order to provide an effective service to other departments/units in accordance with agreed service standards.
 </li>
 <li>
 When required support line management with the implementation of changes in own work area.
 </li>
 <li>
 As directed, support/undertake the timely and accurate delivery of all requested projects and initiatives ensuring these are within specification and budgeted costs.
 
 
 </li>
 </ul>
 </ul>
 
 Job Requirements:
 
 
 
 Knowledge:
 
 
 <ul>
 <li>
 Excellent understanding of Treasury Banking products, services, operations, and technology gained from hands on experience in operational roles.
 </li>
 <li>
 Basic Knowledge and understanding of relevant accounting standards for Treasury products.
 </li>
 <li>
 Oral Communication: Uses clear, concise and jargon-free speech to explain products/services/procedures and resolve problems.
 </li>
 <li>
 Uses effective telephone manner with customer/colleagues.
 </li>
 <li>
 Written Communication: Produces written responses to enquiries using appropriate wording. Produces clear and accurate written material.
 </li>
 <li>
 Self / Work Organization: Knows how to prioritize tasks and diarize effectively to achieve deadlines. When appropriate co-ordinates and allocates tasks, ensuring full and effective use of resources available.
 </li>
 <li>
 Software Applications: Has a thorough understanding of Microsoft Office software including Visio and systems appropriate to the role and can input and extract information to provide a variety of reports.
 </li>
 <li>
 Performance Review &amp; Development: Knows and uses methods of collecting objective data to contribute towards the review process.
 
 
 
 </li>
 </ul>
 Education / Certifications:
 
 
 <ul>
 <li>
 Bachelor's degree or qualification in the following fields Finance, Banking, Accounting, Business or Risk Management
 
 
 
 </li>
 </ul>
 Experience:
 
 
 <ul>
 <li>
 2-3 years of experience in Treasury Operations
 
 
 
 </li>
 </ul>
 Personal attributes:
 
 
 <ul>
 <li>
 Perceives changes as opportunities to learn and not threats.
 </li>
 <li>
 Sees change from the perspective of the customer.
 </li>
 <li>
 Team Player and Self-motivated who gains and develops skills set to meet challenging requirements.
 </li>
 <li>
 Excellent organizational skills and ability to work under pressure and proactively with minimum supervision.
 </li>
 <li>
 Strong time management and results orientation.
 </li>
 <li>
 Flexible and positive approach to work, 'can do' attitude and ability to think beyond what is being requested.
 </li>
 </ul>
</div>

Officer - Treasury Operations - Arab Banking Corporation

COASTAL STATES BANK

<div>Position Summary:
The Relationship Banker II (RB II) is responsible for delivering exceptional client service while performing advanced account servicing, digital banking support, and basic business account management. The RB II expands into more complex account maintenance, fraud prevention, and digital problem-solving, while continuing to demonstrate operational excellence, compliance, and the Core Values of Coastal States Bank: Character, Commitment, Service, Trust, and Community. 
 
Position Focus Areas:
Client Experience &amp; Service Excellence
<ul><li>Uphold CSB Consistent Client Service Standards e.g., greet and acknowledge every client timely both walk-in and telephone; communicate clear expectations; offer refreshments and ensure the coffee bar is clean and stocked.
</li><li>Provide knowledgeable support across all CSB products and services, including Online Banking, Mobile Deposit, Zelle, Digital Wallet, and Card Hub.
</li><li>Answer all incoming calls by the third ring and provide timely follow-up on unresolved issues.
</li><li>Assist clients with opening, maintaining, and closing accounts (DDA, Savings, Money Market, Safe Deposit Boxes).
</li><li>Issue, activate, and support debit cards (in-branch printing or ordered by mail); educate clients on digital card management.
</li><li>Process address changes across applicable systems and coordinate with support teams for special account types (IRA, loan).
</li><li>Process Stop payments.
</li><li>Place check orders for both Consumer and Business Accounts 
</li></ul> 
Teller &amp; Transaction Processing
<ul><li>Perform daily teller functions: deposits, withdrawals, loan payments, Cashier&rsquo;s checks, internal transfers, foreign currency exchange, and savings bond redemptions.
</li><li>Maintain and balance cash drawer within established limits; promptly resolve outages.
</li><li>Process night drop and mail deposits in compliance with procedures.
</li><li>Ensure compliance with all KYC and BSA guidelines, including proper ID verification.
</li><li>Work within approved limits for check cashing, counter checks, and client/non-client transactions.
</li><li>Process Reg CC holds on deposits as needed.
</li><li>Balance and replenish ATM; order cash and prepare shipments.
</li><li>Input wire transfers when requested by clients, following both in person and exception wire procedures.
</li></ul>Security, Compliance &amp; Operational Excellence
<ul><li>Follow opening/closing branch procedures as outlined in the Branch Security Manual and Playbook.
</li><li>Adhere to all security guidelines: secure keys, lock workstations, protect client information, and uphold privacy policies.
</li><li>Maintain dual control for vault access, night drop/mail deposits, and other restricted functions.
</li><li>Complete CTRs on the same day of qualifying transactions; assist with Verafin callbacks by designated deadlines.
</li><li>Pull and review daily branch reports, including teller reconciliation, CTR logs, Lockbox and TCR Logs (if applicable).
</li><li>Participate in monthly, semi-annual, and annual audits (teller drawer, vault, debit card, safe deposit, bait money, security).
</li><li>Maintain 98%+ operational accuracy rating.
</li><li>Complete all assigned compliance and security training on time.
</li></ul>Team &amp; Community Engagement
<ul><li>Actively participate in monthly BSA/Retail calls, branch meetings, and team huddles.
</li><li>Support branch and bank initiatives, contributing to a collaborative and service-oriented culture.
</li><li>Uphold and model CSB&rsquo;s commitment to community involvement.
</li></ul>Consumer Account Opening &amp; Maintenance
<ul><li>Open consumer accounts (DDA, SAV, MMK, CDs) accurately.
</li><li>Ensure all client information is updated (address, phone, email, ID).
</li><li>Assist clients with initial onboarding: Online Banking, e-Statements, Bill Pay, Zelle.
</li><li>Issue, activate, and manage debit cards (in-branch or by mail).
</li><li>Perform account maintenance: add/remove signers, POA, beneficiaries, ownership changes, name changes.
</li><li>Ensure documentation accuracy and resolve QC exceptions in a timely manner.
</li></ul>Digital Banking &amp; Fraud Support
<ul><li>Troubleshoot and resolve issues with mobile deposit, debit card restrictions/fraud, Zelle, and Bill Pay.
</li><li>Process mobile deposit limit increases (temporary and permanent).
</li><li>Reset/unlock Online Banking passwords and MFA security questions.
</li><li>Respond to Verafin alerts in a timely manner; avoid appearing on Missing Verafin reports.
</li><li>Assist clients with fraud resolution in compliance with bank guidelines.
</li></ul>Specialized Transactions
<ul><li>Input domestic and foreign wire transfers accurately.
</li><li>Process CD closures, modeling, and transcodes.
</li><li>Process IRA openings/closures, ensuring accurate paperwork and transcodes.
</li><li>Create automatic transfers, deposit rate adjustors, and overdraft protection setup. 
</li></ul> 
Business Banking Support
<ul><li>Open non-complex business accounts (sole proprietor, single-member LLC, basic nonprofit/corporation).
</li><li>Perform basic business account maintenance (signer changes, ownership updates).
</li><li>Partner with Treasury Management and Digital Banking teams to resolve eCorp questions/issues.
</li><li>Ensure trust accounts and legal documentation are reviewed prior to account opening.
</li></ul>Critical Success Factors:
<ul><li>Client Focus: Provides exceptional, proactive service to every client.
</li><li>Operational Accuracy: Consistently maintains proficiency standards for balancing, reporting, and compliance.
</li><li>Teamwork: Actively contributes to branch success and peer support.
</li><li>Adaptability: Manages multiple priorities with professionalism and efficiency.
</li><li>Values-Driven: Demonstrates CSB&rsquo;s Core Values of Character, Commitment, Service, Trust, and Community daily.
</li></ul>Preferred Education/Experience/Software:
High school diploma or equivalent; some college preferred. Knowledge of basic math. Minimum of 2 years of Retail banking or cash handling experience is preferred. Strong interpersonal and communication skills are preferred, along with the ability to build trust and serve clients with professionalism. Detail oriented with strong organizational and critical thinking skills. Comfort with digital banking tools and ability to educate clients on their use. Knowledge of a wide range of Microsoft Office software applications is preferred. 
 
Training:
Responsible for the timely completion of all required compliance training such as BSA, Information Security, and other job specific training as assigned.
BSA Compliance: Complies as required with relevant Bank policies and procedures related to BSA, including capture of required CTR data, capture of data for Monetary Instrument Log, and review of parties against the OFAC list. Promptly informs manager and/or compliance staff of potential suspicious activities. 
 
Additional Requirements:
The responsibility to acquire and maintain the required knowledge of State and Federal Banking regulations and policies. Proficient in operating computers and calculators with accuracy and efficiency. Must have excellent customer relation skills.
Work Environment/Physical Demands:
Professional regulated office environment with adherence to compliance, security, and operational standards. While performing the duties of this position, the team member is regularly required to operate standard office equipment. The team member is frequently required to communicate and perceive. The position is primarily stationary and not substantially exposed to adverse environmental conditions and requires sedentary work such as exerting up to ten pounds of force 5% of the time and a negligible amount of force approximately 95% of the time.
<ul><li>This position description has excluded the marginal or peripheral functions that are incidental to the performance of primary functions. Duties, responsibilities, and activities may change at any time with or without notice. This position description does not create an employment contract, implied or otherwise, other than an &ldquo;at will&rdquo; employment relationship.</li></ul></div>

Relationship Banker II

بنك التعمير والإسكان HD Bank

<div>
 
 JOB PURPOSE
 
 
 
 
 
 A Data Protection and Privacy Officer is responsible for educating bank&rsquo;s employees about data compliance, training members of staff who are involved in processing data, and carrying out regular data protection and privacy audits. He also serve as the main point of contact between the bank and the relevant data protection authorities.
 
 
 
 
 
 MAJOR RESPONSIBILITIES AND ACOUNTABILITIES
 
 
 
 
 <ul>
 <li>
 Builds a strategic and comprehensive privacy program that defines, develops, maintains and implements policies and processes that enable consistent, effective privacy practices which minimize risk and ensure the confidentiality of information, paper and/or electronic, across all media types. Ensures privacy forms, policies, standards, and procedures are up-to-date.
 </li>
 <li>
 Advising the bank on its data protection obligations and monitoring compliance.
 </li>
 <li>
 Raising awareness, arranging staff training and promoting best privacy practices.
 </li>
 <li>
 Briefing staff on the procedures they must follow in the event of breaches, complaints and data access requests from the public.
 </li>
 <li>
 Managing data protection undertakings, assigning responsibilities and prioritizing activity based on risk or potential impact.
 </li>
 <li>
 Maintaining records of risk assessments and compliance audits.
 </li>
 <li>
 Managing, monitoring, and continually improving data protection measures.
 </li>
 <li>
 Works with bank senior management, security, and compliance officer to establish governance for the privacy program.
 </li>
 <li>
 Collaborate with Cyber Security Head and CISO to ensure alignment between security and privacy compliance programs including policies, practices, investigations, and acts as a liaison to the information systems department.
 </li>
 <li>
 Oversees, develops and delivers initial and ongoing privacy training to the workforce.
 </li>
 <li>
 Initiates, facilitates and promotes activities to foster information privacy awareness within the bank.
 </li>
 </ul>
 
 
 
 
 MINIMUM JOB REQUIREMENTS
 
 
 
 
 <ul>
 <li>
 Minimum education: B.Sc of Engineering or Computer Science
 </li>
 <li>
 Languages Fluency in English and Arabic Spoken and Written
 </li>
 <li>
 Ideal experience 13+years of relevant professional work experience
 </li>
 </ul>
</div>

Data Protection and Privacy Officer

Deutsche Bank

<div>
 
 
 Job Title
 
 Commercial Real Estate Risk Officer
 
 
 
 Corporate Title
 
 Assistant Vice President
 
 
 
 Location
 
 New York, NY
 
 
 
 
 
 
 Overview
 
 
 
 The Commercial Real Estate (CRE) credit team is tasked with managing the real estate credit risk for Deutsche Bank&rsquo;s Commercial Real Estate Group. In particular, Risk Officer is responsible for handling approvals for all real estate related transactions, retained on balance sheet. Additional tasks include setting and monitoring counterparty credit limits, negotiating term sheets, reviewing due diligence and underwriting and interfacing with senior management and Business personnel. You will be expected to analyze and recommend approvals/declines, or new loan terms for proposed commercial real estate transactions involving stabilized, transitional, ground-up construction, conversions and acquisition/rehabilitation properties. Risk Officer will act as the primary intermediary between the Business units, department heads and credit committees, assist in structuring transactions to achieve optimal risk/return outcomes, and monitor portfolio and financial/market developments within commercial real estate and related sectors, Experience leading/managing internal and external audit coordination required.
 
 
 
 
 
 
 What We Offer You
 
 
 <ul>
 <li>
 A diverse and inclusive environment that embraces change, innovation, and collaboration
 </li>
 <li>
 A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
 </li>
 <li>
 Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
 </li>
 <li>
 Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
 </li>
 <li>
 Educational resources, matching gift and volunteer programs
 </li>
 </ul>
 
 
 
 
 
 What You&rsquo;ll Do
 
 
 <ul>
 <li>
 Analyze and recommend credit approval/declines, or suggest new loan terms for proposed commercial real estate transactions involving stabilized, transitional, ground-up construction, conversions and acquisition / rehabilitation properties
 </li>
 <li>
 Act as the primary intermediary between the Business units, department heads and credit committees
 </li>
 <li>
 Monitor portfolio and financial/market developments within commercial real estate and related sectors as needed to enhance response capability and corporate knowledge. Analyze/Asses and make recommendations for approval for the balance sheet portfolio, including construction loans and transitional loans
 </li>
 <li>
 Interact with internal Business unit personnel to prepare credit reports and due diligence documentation that support Deutsche Bank's Business strategies while operating within the constraints of Deutsche Bank&rsquo;s risk appetite for commercial real estate in a manner consistent with its policies and procedures
 </li>
 <li>
 Monitor an existing portfolio, sponsor/guarantor financial capacity, watchlist credits and prepare impairment analyses and memoranda as necessary; assist in structuring transactions to achieve optimal risk/return outcomes
 </li>
 <li>
 Maintain data integrity for all names / transactions in Information Technology (IT) systems and assist and at times lead CRM - CRE's interactions with internal / external auditors and regulatory authorities and other Deutsche Bank infrastructure teams (Finance, Regulatory, Risk Analytics, etc.)
 </li>
 </ul>
 
 
 
 
 
 Skills You&rsquo;ll Need
 
 
 <ul>
 <li>
 Extensive commercial real estate credit experience
 </li>
 <li>
 Balance sheet lending experience
 </li>
 <li>
 Ability to analyze/review highly structured loans
 </li>
 <li>
 Experience working with internal and external auditors
 </li>
 </ul>
 
 
 
 
 
 Skills That Will Help You Excel
 
 
 <ul>
 <li>
 Highly motivated with ability to work independently
 </li>
 <li>
 Excellent verbal and written skills
 </li>
 <li>
 Ability to multi-task
 </li>
 <li>
 Structured lending experience
 </li>
 </ul>
 
 
 
 
 
 Expectations
 
 
 
 
 
 
 It is the Bank&rsquo;s expectation that employees hired into this role will work in the New York City office in accordance with the Bank&rsquo;s hybrid working model.
 
 
 Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
 
 
 The salary range for this position in New York City is $100,000 to $153,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate&rsquo;s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
 
 
 
 
 
 
 Deutsche Bank Benefits
 
 
 
 
 
 
 At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That&rsquo;s why we are focused on providing benefits and perks that enable our colleagues to live authenti&shy;cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
 
 
 Learn more about your life at Deutsche Bank through the eyes of our current employees https://careers.db.com/life
 
 
 The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank&rsquo;s California Privacy Notice please email HR.Direct@DB.com.
 
</div>

Commercial Real Estate Risk Officer - Assistant Vice President

BMO Financial Group

<div><div><div><div><div><div><div><div>Application Deadline:
</div></div></div></div></div></div></div>08/27/2026
Address:
100 Main Street E
Job Family Group:
Retail Banking Sales &amp; 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.
<ul><li>Collaborates with BMO partners to identify referral opportunities that further grow the customer&rsquo;s relationship with BMO beyond personal banking.
</li><li>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.
</li><li>As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
</li><li>Meets customer transaction-based needs with seamless execution.
</li><li>Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
</li><li>Contributes to meeting branch business results and the customer experience.
</li><li>Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
</li><li>Acts as a key member of a collaborative and versatile branch and market team.
</li><li>Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
</li><li>Organizes work information to ensure accuracy and completeness.
</li><li>Takes the initiative to find creative approaches that make each customer&rsquo;s experience feel personal.
</li><li>Looks for ways to contribute to the ongoing improvement of the overall customer experience.
</li><li>Contributes to business results and the overall experience delivered.
</li><li>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.
</li><li>Follows through on risk and compliance processes and policies to ensure we safeguard our customers&rsquo; assets, maintain their privacy, and act in their best interest.
</li><li>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.
</li><li>Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
</li><li>Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
</li><li>Complies with legal and regulatory requirements for the jurisdiction.
</li><li>Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
</li><li>Completes complex &amp; diverse tasks within given rules/limits.
</li><li>Analyzes issues and determines next steps; escalates as required.
</li><li>Broader work or accountabilities may be assigned as needed.
</li><li>Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
</li></ul>Qualifications:
<ul><li>Typically between 1 &ndash; 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
</li><li>Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
</li><li>Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
</li><li>Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
</li><li>Basic knowledge of specialized sales and business banking solutions to refer to specialists.
</li><li>Passionate commitment to helping customers.
</li><li>Drive to deliver a personal customer experience.
</li><li>A focus on results and the ability to thrive in a consultative sales and team-based environment.
</li><li>Resourceful self-starter with courage and confidence to approach customers.
</li><li>Readiness to collaborate and work in different capacities as part of a team.
</li><li>Strong interpersonal skills, including the ability to build rapport and connections with customers.
</li><li>An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
</li><li>Basic specialized knowledge.
</li><li>Verbal &amp; written communication skills - Good.
</li><li>Organization skills - Good.
</li><li>Collaboration &amp; team skills - Good.
</li><li>Analytical and problem solving skills - Good.
</li></ul>Salary :
$41,714.00 - $50,000.00
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;s 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 Group&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;s 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: https://jobs.bmo.com/global/en/Total-Rewards
About 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 &ndash; for yourself and our customers. We&rsquo;ll 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, we&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO 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 BMOCareers.Support@bmo.com 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.</div>

Associate Banker

<div><div><div><div><div><div><div><div>Application Deadline:
</div></div></div></div></div></div></div>07/12/2026
Address:
24329 Crenshaw Blvd
Job Family Group:
Retail Banking Sales &amp; 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.
<ul><li>Collaborates with BMO partners to identify referral opportunities that further grow the customer&rsquo;s relationship with BMO beyond personal banking.
</li><li>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.
</li><li>As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
</li><li>Meets customer transaction-based needs with seamless execution.
</li><li>Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
</li><li>Contributes to meeting branch business results and the customer experience.
</li><li>Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
</li><li>Acts as a key member of a collaborative and versatile branch and market team.
</li><li>Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
</li><li>Organizes work information to ensure accuracy and completeness.
</li><li>Takes the initiative to find creative approaches that make each customer&rsquo;s experience feel personal.
</li><li>Looks for ways to contribute to the ongoing improvement of the overall customer experience.
</li><li>Contributes to business results and the overall experience delivered.
</li><li>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.
</li><li>Follows through on risk and compliance processes and policies to ensure we safeguard our customers&rsquo; assets, maintain their privacy, and act in their best interest.
</li><li>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.
</li><li>Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
</li><li>Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
</li><li>Complies with legal and regulatory requirements for the jurisdiction.
</li><li>Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
</li><li>Completes complex &amp; diverse tasks within given rules/limits.
</li><li>Analyzes issues and determines next steps; escalates as required.
</li><li>Broader work or accountabilities may be assigned as needed.
</li><li>Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
</li></ul>Qualifications:
<ul><li>Typically between 1 &ndash; 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
</li><li>Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
</li><li>Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
</li><li>Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
</li><li>Basic knowledge of specialized sales and business banking solutions to refer to specialists.
</li><li>Passionate commitment to helping customers.
</li><li>Drive to deliver a personal customer experience.
</li><li>A focus on results and the ability to thrive in a consultative sales and team-based environment.
</li><li>Resourceful self-starter with courage and confidence to approach customers.
</li><li>Readiness to collaborate and work in different capacities as part of a team.
</li><li>Strong interpersonal skills, including the ability to build rapport and connections with customers.
</li><li>An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
</li><li>Basic specialized knowledge.
</li><li>Verbal &amp; written communication skills - Good.
</li><li>Organization skills - Good.
</li><li>Collaboration &amp; team skills - Good.
</li><li>Analytical and problem solving skills - Good.
</li></ul>Salary :
$41,714.00 - $50,500.00
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;s 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 Group&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;s 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: https://jobs.bmo.com/global/en/Total-Rewards
About 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 &ndash; for yourself and our customers. We&rsquo;ll 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, we&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO 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 BMOCareers.Support@bmo.com 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.</div>

<div><div><div><div><div><div><div><div>Application Deadline:
</div></div></div></div></div></div></div>08/27/2026
Address:
13220 California St.
Job Family Group:
Retail Banking Sales &amp; 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.
<ul><li>Collaborates with BMO partners to identify referral opportunities that further grow the customer&rsquo;s relationship with BMO beyond personal banking.
</li><li>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.
</li><li>As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
</li><li>Meets customer transaction-based needs with seamless execution.
</li><li>Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
</li><li>Contributes to meeting branch business results and the customer experience.
</li><li>Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
</li><li>Acts as a key member of a collaborative and versatile branch and market team.
</li><li>Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
</li><li>Organizes work information to ensure accuracy and completeness.
</li><li>Takes the initiative to find creative approaches that make each customer&rsquo;s experience feel personal.
</li><li>Looks for ways to contribute to the ongoing improvement of the overall customer experience.
</li><li>Contributes to business results and the overall experience delivered.
</li><li>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.
</li><li>Follows through on risk and compliance processes and policies to ensure we safeguard our customers&rsquo; assets, maintain their privacy, and act in their best interest.
</li><li>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.
</li><li>Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
</li><li>Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
</li><li>Complies with legal and regulatory requirements for the jurisdiction.
</li><li>Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
</li><li>Completes complex &amp; diverse tasks within given rules/limits.
</li><li>Analyzes issues and determines next steps; escalates as required.
</li><li>Broader work or accountabilities may be assigned as needed.
</li><li>Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
</li></ul>Qualifications:
<ul><li>Typically between 1 &ndash; 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
</li><li>Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
</li><li>Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
</li><li>Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
</li><li>Basic knowledge of specialized sales and business banking solutions to refer to specialists.
</li><li>Passionate commitment to helping customers.
</li><li>Drive to deliver a personal customer experience.
</li><li>A focus on results and the ability to thrive in a consultative sales and team-based environment.
</li><li>Resourceful self-starter with courage and confidence to approach customers.
</li><li>Readiness to collaborate and work in different capacities as part of a team.
</li><li>Strong interpersonal skills, including the ability to build rapport and connections with customers.
</li><li>An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
</li><li>Basic specialized knowledge.
</li><li>Verbal &amp; written communication skills - Good.
</li><li>Organization skills - Good.
</li><li>Collaboration &amp; team skills - Good.
</li><li>Analytical and problem solving skills - Good.
</li></ul>Salary :
$41,714.00 - $50,000.00
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;s 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 Group&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;s 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: https://jobs.bmo.com/global/en/Total-Rewards
About 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 &ndash; for yourself and our customers. We&rsquo;ll 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, we&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO 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 BMOCareers.Support@bmo.com 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.</div>

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