Associate Banker

BMO

Sarasota, FL, United States
Base: $41,714.00 - $50,000.00; bonus/equity: not s...
Exceptional customer service delivery
Identify customer financial needs
Provide financial solutions 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: $41,714.00 - $50,000.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • Identify customer financial needs
  • Provide financial solutions advice
  • Collaborate with branch partners
  • Meet customer transaction needs
  • Needs-based customer conversations

Nice-to-have

  • Creative approach to customer experience
  • Contribute to ongoing improvement
  • Thrive in consultative sales
  • Resourceful self-starter
  • Courage and confidence to approach customers

Key Requirements

  • 1-2 years relevant experience
  • Consultative customer service experience
  • Sales roles experience
  • Basic knowledge of banking solutions
  • Confident use of digital tools
  • Registration to sell investment products (Canada only)

Work Rights

Not specified

Tailored Resume

Cover Letter