Associate Banker

BMO

Fullerton, CA, United States
Base: $41,714.00 - $50,500.00; bonus/equity: not s...
Exceptional customer service
Identify customer needs
Provide financial solutions
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.
  • 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 - $50,500.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • exceptional customer service
  • identify customer needs
  • provide financial solutions
  • collaborate with partners
  • digital and self-serve options
  • needs-based conversation

Nice-to-have

  • creative approaches
  • ongoing improvement
  • risk informed decisions
  • ethical requirements

Key Requirements

  • 1-2 years relevant experience
  • consultative customer service or sales roles
  • basic knowledge of banking solutions
  • social media, tablets, smartphones, online tools

Work Rights

Not specified

Tailored Resume

Cover Letter