Associate Banker

BMO

La Habra, CA, United States
Base: $43,100.00 - $58,300.00; bonus/equity: not s...
Exceptional customer service delivery
Identify customer financial needs
Collaborate with branch partners
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

Base: $43,100.00 - $58,300.00; 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
  • Collaborate with branch partners
  • Digital and self-serve options guidance
  • Transaction-based needs fulfillment
  • Risk and compliance processes adherence

Nice-to-have

  • Creative customer experience approaches
  • Proactive in identifying opportunities
  • Thrive in consultative sales environment
  • Courage and confidence to approach customers

Key Requirements

  • 1-2 years relevant experience
  • Consultative customer service/sales experience
  • Basic knowledge of banking solutions
  • Readiness to collaborate
  • Strong interpersonal skills
  • Listening and problem-solving aptitude

Work Rights

Not specified

Tailored Resume

Cover Letter