Associate Banker

BMO

Manhattan Beach, CA, United States
Base: $41,714.00 - $50,500.00; bonus/equity: not s...
Exceptional customer service
Financial solutions guidance
Collaborative branch work
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 overall business objectives.
  • 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

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

  • Exceptional customer service
  • Financial solutions guidance
  • Collaborative branch work
  • Digital and self-serve options
  • Transaction-based needs execution
  • Risk and compliance processes

Nice-to-have

  • Creative customer experience approaches
  • Proactive referral identification
  • Thrive in consultative sales
  • Courage and confidence to approach customers
  • Flexibly and creatively respond to challenges

Key Requirements

  • 1-2 years relevant experience
  • Consultative customer service or sales roles
  • Basic knowledge of specialized sales
  • Registration to sell investment products (Canada only)

Work Rights

Not specified

Tailored Resume

Cover Letter