Associate Banker

BMO

Denver, CO, United States
Base: $41,714.00 - $50,500.00; bonus/equity: not s...
Exceptional customer service delivery
Identify customer financial needs
Provide 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.
  • Supports operational activities, follows risk and compliance processes, and keeps current with the financial services marketplace.

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 delivery
  • Identify customer financial needs
  • Provide financial solutions advice
  • Collaborate with BMO partners
  • Digital and self-serve options guidance
  • Meet customer transaction needs

Nice-to-have

  • Creative approaches for personal experience
  • Contribute to ongoing improvement
  • Thrive in consultative sales
  • Courage and confidence to approach customers
  • Resourceful self-starter

Key Requirements

  • 1-2 years relevant experience
  • Consultative customer service or sales experience
  • Basic knowledge of sales solutions
  • Registration to sell investment products (Canada only)

Work Rights

Not specified

Tailored Resume

Cover Letter