Associate Banker

BMO

Truckee, CA, United States
Base: $41,714.00 - $50,500.00; bonus/equity: not s...
Deliver exceptional customer service
Identify customer 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.
  • Collaborates with BMO partners to identify referral opportunities and grow customer relationships beyond personal banking.
  • Follows through on risk and compliance processes and policies to safeguard customer assets and maintain privacy.

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: 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 solutions advice
  • collaborate with BMO partners
  • meet customer transaction needs
  • follow risk and compliance processes

Nice-to-have

  • drive to deliver personal experience
  • resourceful self-starter
  • courage and confidence
  • flexibly and creatively respond
  • passion for helping customers

Key Requirements

  • 1-2 years relevant experience
  • Consultative customer service or sales experience
  • Basic knowledge of sales and business banking
  • Registration to sell investment products (Canada only)
  • Confident use of social media and online tools

Work Rights

Not specified

Tailored Resume

Cover Letter