Associate Banker

BMO

Encino, CA, United States
Base: $41,714.00 - $50,500.00; bonus/equity: may i...
Consultative customer service skills
Knowledge of personal banking products
Collaborative team environment
Delivers exceptional service by identifying customer needs and providing financial advice that is in the best interests of customers

Job Summary

  • Delivers exceptional service by identifying customer needs and providing financial advice that is in the best interests of customers.
  • Supports operational activities and collaborates with BMO partners to enhance the customer experience and achieve business objectives.
  • Offers a comprehensive compensation package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Delivers exceptional service by identifying customer needs and providing financial advice that is in the best interests of customers.

Salary

Base: $41,714.00 - $50,500.00; Bonus/Equity: May include commission and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Consultative customer service skills
  • Knowledge of personal banking products
  • Collaborative team environment
  • Risk and compliance adherence
  • Use of digital banking tools
  • Customer needs analysis

Nice-to-have

  • Strong interpersonal skills
  • Problem solving and creativity
  • Drive to deliver personal experience
  • Resourceful self-starter
  • Social media and smartphone proficiency

Key Requirements

  • 1-2 years relevant experience
  • Certification in related field desirable
  • Registration to sell investment products (Canada only)
  • Experience in consultative sales or customer service

Work Rights

Not specified

Tailored Resume

Cover Letter