Associate Banker

BMO

Covina, CA, United States
Base: $43,100.00 - $58,300.00; bonus/equity: not s...
Exceptional customer service
Identify customer needs
Financial solutions advice
Delivers exceptional service to BMO customers and prospects, identifying needs and providing financial solutions

Job Summary

  • Delivers exceptional service to BMO customers and prospects, identifying needs and providing financial solutions.
  • Works collaboratively within the branch and through various channels to deliver desired customer experience and achieve business objectives.
  • BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

Delivers exceptional service to BMO customers and prospects, identifying needs and providing financial solutions.

Salary

Base: $43,100.00 - $58,300.00; 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 advice
  • collaborative branch environment
  • digital and self-serve options
  • needs-based conversation
  • operational activities support

Nice-to-have

  • creative customer experience approaches
  • proactive risk management
  • ethical industry requirements
  • social media savvy
  • drive to deliver personal experience

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter