Associate Banker

BMO

Naples, FL, United States
Base: $41,714.00 - $50,000.00; bonus/equity: commi...
Exceptional customer service delivery
Identify customer needs
Financial solutions guidance
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: $41,714.00 - $50,000.00; Bonus/Equity: commission structure may apply; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • Identify customer needs
  • Financial solutions guidance
  • Collaborate with BMO partners
  • Digital and self-serve options
  • Needs-based customer conversations

Nice-to-have

  • Creative approach to customer experience
  • Proactive risk and compliance
  • Ethical industry requirements
  • Continuous improvement mindset

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter