Associate Banker

BMO

Ellenton, FL, United States
Base: $41,714.00 - $50,000.00; bonus/equity: may i...
Deliver exceptional customer service
Identify customer financial needs
Collaborate with bmo partners
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 grow customer relationships beyond personal banking and offers advice on digital and self-serve options.
  • Contributes to meeting branch business results and customer experience, supporting operational activities and adhering to risk and compliance policies.

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

  • Deliver exceptional customer service
  • Identify customer financial needs
  • Collaborate with BMO partners
  • Guide customers in branch lobby
  • Meet customer transaction needs
  • Follow risk and compliance processes

Nice-to-have

  • Creative approaches to customer experience
  • Contribute to ongoing improvement
  • Thrive in consultative sales
  • Resourceful self-starter
  • Courage and confidence to approach customers

Key Requirements

  • 1-2 years relevant experience
  • Consultative customer service or sales roles
  • Basic knowledge of specialized sales
  • Confidence in using online tools
  • Verbal & written communication skills
  • Organization skills
  • Collaboration & team skills
  • Analytical and problem solving skills

Work Rights

Not specified

Tailored Resume

Cover Letter