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Associate Banker

BMO Financial

Green Bay, WI
1 day ago
$41,715.00 - $50,000.00

Job Description

As an Associate Banker at BMO Financial, you will deliver exceptional service to customers, provide tailored financial solutions, and collaborate with branch teams to enhance customer experiences. Join us to make a significant impact in the lives of our clients while growing your career.

Key Responsibilities

  • Deliver exceptional service to customers
  • Identify customer needs and provide financial solutions
  • Collaborate with branch team and partners
  • Guide customers on digital and self-serve options
  • Conduct client conversations about banking services
  • Support operational activities
  • Ensure compliance with risk and privacy policies
  • Maintain knowledge of personal banking products

Required Qualifications

  • 1 – 2 years of relevant experience and/or certification in related field
  • Registration to sell investment products (Canada only)
  • Experience in consultative customer service or sales roles
  • Basic knowledge of specialized sales and business banking solutions
  • Strong interpersonal skills
  • Verbal & written communication skills
  • Organizational skills
  • Collaboration & team skills
  • Analytical and problem-solving skills

Preferred Qualifications

  • Confident in using social media, tablets, smartphones, online tools
  • Drive to deliver a personal customer experience
  • Resourceful self-starter

Benefits & Perks

Health insuranceTuition reimbursementAccident and life insuranceRetirement savings plans