Associate Banker

BMO

South Gate, CA, United States
Base: $41,714.00 - $50,500.00; bonus/equity: not s...
Deliver exceptional customer service
Identify customer needs
Provide financial 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 identify referral opportunities and enhance the customer experience through various channels.
  • BMO offers a total compensation package that may include performance-based incentives, bonuses, 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 - $50,500.00; 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 advice
  • Collaborate with BMO partners
  • Meet customer transaction needs
  • Follow risk and compliance processes

Nice-to-have

  • Bilingual in Spanish and English
  • Creative problem-solving
  • Proactive customer engagement
  • Contribute to team success

Key Requirements

  • 1-2 years relevant experience
  • Consultative customer service or sales experience
  • Social media, tablet, smartphone, online tools proficiency
  • Basic knowledge of sales and business banking solutions
  • Registration to sell investment products (Canada only)

Work Rights

Not specified

Tailored Resume

Cover Letter