Associate Banker

BMO

Tampa, FL, United States
Base: $41,714.00 - $50,000.00; bonus/equity: may i...
Consultative customer service skills
Knowledge of personal banking products
Collaborative team environment
Delivers exceptional service to BMO customers and prospects by identifying needs and providing financial advice that is in the best interests of customers

Job Summary

  • Delivers exceptional service to BMO customers and prospects by identifying needs and providing financial advice that is in the best interests of customers.
  • Supports operational activities and collaborates with BMO partners to deliver a seamless customer experience and achieve business objectives.
  • BMO offers a comprehensive compensation package including health insurance, tuition reimbursement, and retirement savings plans, and fosters an inclusive and supportive work environment.

Matching Summary

Delivers exceptional service to BMO customers and prospects by identifying needs and providing financial advice that is in the best interests of customers.

Salary

Base: $41,714.00 - $50,000.00; Bonus/Equity: May include performance-based incentives and discretionary bonuses; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Consultative customer service skills
  • Knowledge of personal banking products
  • Collaborative team environment
  • Risk and compliance adherence
  • Use of digital and self-serve banking tools
  • Customer needs analysis
  • Sales and referral identification

Nice-to-have

  • Strong interpersonal skills
  • Problem solving aptitude
  • Resourceful self-starter
  • Good verbal and written communication
  • Organizational skills
  • Passionate customer commitment
  • Social media and technology proficiency

Key Requirements

  • 1-2 years relevant experience or equivalent education
  • Registration to sell investment products (Canada only)
  • Experience in consultative sales or customer service
  • Compliance with legal and regulatory requirements

Work Rights

Not specified

Tailored Resume

Cover Letter