Associate Banker

BMO

Larkspur, CA, United States
Base: $43,100.00 - $58,300.00; bonus/equity: not s...
Deliver exceptional customer service
Identify customer needs
Provide financial advice
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions

Job Summary

  • Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
  • Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve business objectives.
  • BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.

Salary

Base: $43,100.00 - $58,300.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • deliver exceptional customer service
  • identify customer needs
  • provide financial advice
  • collaborate with branch partners
  • meet transaction-based needs
  • follow risk and compliance processes

Nice-to-have

  • proactive customer engagement
  • creative problem-solving
  • continuous improvement mindset
  • adaptable to changing schedules

Key Requirements

  • 1-2 years relevant experience
  • Consultative customer service or sales experience
  • Proficiency in digital tools and applications
  • Basic knowledge of sales and business banking solutions

Work Rights

Not specified

Tailored Resume

Cover Letter