Associate Banker

BMO

Tahoe City, CA, United States
Base: $41,714.00 - $50,500.00; bonus/equity: not s...
Delivers exceptional customer service
Identifies customer needs
Provides financial solutions advice
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.
  • Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve business objectives.
  • 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 - $50,500.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • delivers exceptional customer service
  • identifies customer needs
  • provides financial solutions advice
  • collaborates with BMO partners
  • meets customer transaction needs
  • follows risk and compliance processes

Nice-to-have

  • drive to deliver personal experience
  • resourceful self-starter
  • readiness to collaborate
  • aptitude for listening and problem-solving
  • passion for helping customers

Key Requirements

  • 1-2 years relevant experience
  • consultative customer service or sales roles
  • basic knowledge of specialized sales
  • registration to sell investment products (Canada only)

Work Rights

Not specified

Tailored Resume

Cover Letter