Associate Banker

BMO

Sherman Oaks, CA, United States
$43,100.00 - $58,300.00; not specified; health ins...
Deliver exceptional customer service
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.
  • Collaborates with BMO partners to identify referral opportunities and grow customer relationships beyond personal banking.
  • BMO offers 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

$43,100.00 - $58,300.00; Not specified; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Deliver exceptional customer service
  • Identify customer financial needs
  • Provide financial solutions advice
  • Collaborate with branch partners
  • Guide customers in branch lobby
  • Meet transaction-based needs
  • Follow risk and compliance processes

Nice-to-have

  • Drive to deliver personal experience
  • Resourceful self-starter
  • Courage and confidence to approach customers
  • Creative approach to customer experience
  • Passion for helping customers

Key Requirements

  • 1-2 years relevant experience
  • Consultative customer service or sales experience
  • Basic knowledge of sales and business banking solutions
  • Social media, tablets, smartphones, online tools proficiency
  • Registration to sell investment products (Canada only)

Work Rights

Not specified

Tailored Resume

Cover Letter