Associate Banker

BMO

Merril, WI, United States
Base: $41,714.00 - $50,000.00; bonus/equity: not s...
Exceptional customer service
Identify customer needs
Provide financial solutions
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.
  • Follows through on risk and compliance processes and policies to ensure safeguarding of customer assets, privacy, and acting in their best interest.

Matching Summary

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

Salary

Base: $41,714.00 - $50,000.00; 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
  • provide financial solutions
  • collaborate with partners
  • digital and self-serve options
  • meet transaction needs
  • risk and compliance processes

Nice-to-have

  • creative approaches
  • ongoing improvement
  • strategic advice
  • personal customer experience
  • consultative sales environment

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)
  • Confident use of social media and online tools

Work Rights

Not specified

Tailored Resume

Cover Letter