Associate Banker

BMO

Lockeford, CA, United States
Base: $41,714.00 - $50,500.00; bonus/equity: not s...
Exceptional customer service delivery
Financial solutions guidance
Digital and self-serve options
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 grow customer relationships beyond personal banking.
  • Follows through on risk and compliance processes to safeguard customer assets, maintain privacy, and act 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 - $50,500.00; 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
  • Digital and self-serve options
  • Needs-based customer conversations
  • Risk and compliance processes

Nice-to-have

  • Collaborative branch team member
  • Creative customer experience approaches
  • Proactive referral identification
  • Adaptable to changing schedules

Key Requirements

  • 1-2 years relevant experience
  • Consultative customer service/sales experience
  • Social media, tablet, smartphone proficiency
  • Basic specialized sales knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter