Associate Banker

BMO

Glendale, AZ, United States
Base: $41,714.00 - $50,000.00; bonus/equity: not s...
Deliver exceptional customer service
Identify customer 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 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

  • deliver exceptional customer service
  • identify customer needs
  • provide financial solutions advice
  • collaborate with branch partners
  • meet customer transaction needs
  • follow risk and compliance processes

Nice-to-have

  • proactive customer engagement
  • creative problem solving
  • drive to deliver personal experience
  • thrive in consultative sales

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter