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Associate Banker

BMO Financial

Globe, AZ
1 day ago
$41,714.00 - $49,000.00

Job Description

Join BMO Financial as an Associate Banker and provide exceptional service to customers by identifying their financial needs and offering tailored solutions. Collaborate with a versatile team to enhance the customer experience while contributing to branch business results.

Key Responsibilities

  • Deliver exceptional service to customers
  • Identify customer needs and provide financial advice
  • Collaborate with partners to grow customer relationships
  • Guide customers on digital and self-serve options
  • Conduct client conversations about banking services
  • Support operational activities like inventory management
  • Maintain knowledge of personal banking products and trends
  • Ensure compliance with legal and regulatory requirements

Required Qualifications

  • 1 – 2 years of relevant experience
  • Registration to sell investment products (completed or in progress)
  • Experience in a consultative customer service or sales role
  • Basic knowledge of specialized sales and business banking solutions
  • Strong interpersonal skills
  • Good verbal and written communication skills
  • Good organization skills

Preferred Qualifications

  • Confident in using social media, tablets, smartphones, and online tools
  • Resourceful self-starter
  • Aptitude for listening and solving problems

Benefits & Perks

Health insuranceTuition reimbursementAccident and life insuranceRetirement savings plans