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Associate Banker

Associate Banker

BmoMarshall, MN, US
30+ days ago
Job type
  • Part-time
Job description

Retail Banking Sales & Service

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.

Responsibilities include :

  • Collaborates with BMO partners to identify referral opportunities.
  • Welcomes and guides customers as they walk into the branch lobby.
  • Assists in conducting client conversations about banking services.
  • Meets customer transaction-based needs.
  • Reviews customer profiles and engages customers.
  • Contributes to meeting branch business results.
  • Supports operational activities.
  • Acts as a key member of a collaborative branch team.
  • Probes to understand customer needs.
  • Organizes work information.
  • Takes initiative to personalize customer experience.
  • Contributes to ongoing improvement of customer experience.
  • May work at multiple branches.
  • Follows risk and compliance processes.
  • Keeps current with financial services marketplace.
  • Maintains knowledge of personal banking products.
  • Identifies and reports suspicious activity.
  • Complies with legal and regulatory requirements.
  • Protects the Bank's assets.
  • Completes complex tasks.
  • Analyzes issues and determines next steps.
  • Broader work may be assigned.

Qualifications :

  • Typically between 12 years of relevant experience.
  • Canada only : Registration to sell investment products.
  • Confident and experienced in using technology.
  • Some experience in consultative customer service or sales.
  • Basic knowledge of sales and business banking solutions.
  • Passionate commitment to helping customers.
  • Drive to deliver a personal customer experience.
  • Focus on results and ability to thrive in a team.
  • Resourceful self-starter with courage and confidence.
  • Readiness to collaborate and work in different capacities.
  • Strong interpersonal skills.
  • Aptitude for listening, problem-solving, and flexibility.
  • Basic specialized knowledge.
  • Good verbal & written communication skills.
  • Good organization skills.
  • Good collaboration & team skills.
  • Good analytical and problem-solving skills.
  • Salary : $41,714.00 - $49,000.00

    Pay Type : Salaried

    The above represents BMO Financial Group's pay range and type.

    Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

    BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

    At BMO, we are driven by a shared purpose : Boldly Grow the Good in business and life. We create lasting, positive change for our customers, our communities, and our people. As a member of the BMO team, you are valued, respected, and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.

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    Banker • Marshall, MN, US

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