Personal Banking Assoiciate

BMO Financial Group

Salem, OR, USA
Base: $36,000.00 - $54,500.00; bonus/equity: may i...
Exceptional customer service delivery
Needs-based financial advice provision
Lobby leadership and guidance
The role involves delivering exceptional service by identifying customer needs and providing personalized financial solutions in the best interests of clients

Job Summary

  • The role involves delivering exceptional service by identifying customer needs and providing personalized financial solutions in the best interests of clients.
  • As a key member of the branch team, the associate will act as a lobby leader to guide customers through digital options and banking services.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The role involves delivering exceptional service by identifying customer needs and providing personalized financial solutions in the best interests of clients.

Salary

Base: $36,000.00 - $54,500.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • Needs-based financial advice provision
  • Lobby leadership and guidance
  • Risk and compliance adherence
  • Digital banking channel promotion

Nice-to-have

  • Consultative sales approach
  • Creative problem solving skills
  • Strong interpersonal rapport building
  • Passion for helping customers
  • Resourceful self-starter attitude

Key Requirements

  • 1-2 years relevant experience or equivalent education
  • Registration to sell investment products (Canada)
  • Confident use of social media and mobile tools
  • Basic knowledge of specialized sales solutions
  • Compliance with legal and regulatory requirements

Work Rights

Not specified

Tailored Resume

Cover Letter