Associate Banker

BMO

San Francisco, CA, United States
Base: $44,300.00 - $66,400.00; bonus/equity: not s...
Exceptional customer service delivery
Financial solutions guidance
Collaborative branch environment
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 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 and privacy.

Matching Summary

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

Salary

Base: $44,300.00 - $66,400.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • Financial solutions guidance
  • Collaborative branch environment
  • Digital and self-serve options promotion
  • Needs-based customer conversations
  • Operational activities support

Nice-to-have

  • Bilingual English and Chinese language
  • Creative problem-solving
  • Proactive customer engagement
  • Continuous improvement mindset

Key Requirements

  • 1-2 years relevant experience
  • Consultative customer service experience
  • Sales roles experience
  • Social media, tablets, smartphones, online tools proficiency
  • Basic specialized sales knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter