Associate Banker

BMO

Garden Grove, CA, United States
Base: $41,714.00 - $50,500.00; bonus/equity: not s...
Exceptional customer service
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 deliver desired customer experiences, achieve business objectives, and identify referral opportunities.
  • Supports operational activities, meets customer transaction-based needs, and contributes to meeting branch business results and customer experience.

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
  • Identify customer needs
  • Financial solutions guidance
  • Collaborate with partners
  • Digital and self-serve options
  • Transaction-based needs execution
  • Risk and compliance processes

Nice-to-have

  • Creative approaches
  • Ongoing improvement focus
  • Proactive customer engagement
  • Ethical requirements adherence

Key Requirements

  • 1-2 years relevant experience
  • Consultative customer service experience
  • Social media, tablets, smartphones proficiency
  • Basic specialized knowledge
  • Canada: Investment product registration

Work Rights

Not specified

Tailored Resume

Cover Letter