Associate Banker

BMO

Menomonee Falls, WI, United States
Base: $41,714.00 - $50,000.00; 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 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 grow customer relationships beyond personal banking and offers advice on banking services and alternative channels.
  • BMO offers a total compensation package that may include performance-based incentives, bonuses, perks, rewards, health insurance, tuition reimbursement, 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 - $50,000.00; 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
  • financial solutions advice
  • collaborative branch team
  • digital and self-serve options
  • needs-based conversation

Nice-to-have

  • creative problem-solving
  • proactive customer engagement
  • continuous improvement mindset
  • ethical conduct
  • risk management framework

Key Requirements

  • 1-2 years relevant experience
  • Consultative customer service experience
  • Social media, tablet, smartphone proficiency
  • Basic specialized sales knowledge
  • Registration to sell investment products (Canada only)

Work Rights

Not specified

Tailored Resume

Cover Letter