Associate Banker

BMO

Delafield, WI, United States
Base: $41,714.00 - $50,000.00; bonus/equity: may i...
Delivers exceptional customer service
Identifies customer needs
Provides 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 the desired customer experience and achieve overall business objectives.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, 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 - $50,000.00; Bonus/Equity: May include commission structure; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • delivers exceptional customer service
  • identifies customer needs
  • provides financial solutions advice
  • collaborates with branch partners
  • meets transaction-based needs
  • follows risk and compliance processes

Nice-to-have

  • creative approaches to customer experience
  • proactive in identifying opportunities
  • thrives in consultative sales environment
  • resourceful self-starter
  • courage and confidence to approach customers

Key Requirements

  • 1-2 years relevant experience
  • Consultative customer service or sales experience
  • Basic knowledge of sales and business banking solutions
  • Registration to sell investment products (Canada only)

Work Rights

Not specified

Tailored Resume

Cover Letter