Associate Banker

BMO

Visalia, CA, United States
Base: $41,714.00 - $50,500.00; bonus/equity: may i...
Deliver exceptional customer service
Identify customer needs
Provide financial solutions
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 to deliver desired customer experiences and achieve business objectives.
  • Supports operational activities, meets customer transaction needs, and contributes to branch business results and customer experience.

Matching Summary

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

Salary

Base: $41,714.00 - $50,500.00; Bonus/Equity: May include commission structure; 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 solutions
  • collaborate with branch partners
  • manage customer transactions
  • follow risk and compliance processes

Nice-to-have

  • creative approaches to customer experience
  • contribute to ongoing improvement
  • proactive in approaching customers
  • thrive in consultative sales environment

Key Requirements

  • 1-2 years relevant experience
  • Consultative customer service or sales experience
  • Confident use of social media and online tools
  • Basic knowledge of specialized banking solutions

Work Rights

Not specified

Tailored Resume

Cover Letter