Associate Banker

BMO • Danville, CA

385d • $41,715 - $57,000

About The Position

The Associate Banker role at BMO involves delivering exceptional service to customers and prospects, identifying their financial needs, and providing tailored advice and guidance. This position requires collaboration within the branch and with BMO partners to enhance customer relationships and achieve business objectives. The Associate Banker also plays a key role in guiding customers through available banking services and ensuring a seamless transaction experience while adhering to compliance and risk management protocols.

Requirements

• 1 - 2 years of relevant experience or certification in a related field.
• Confident in using social media, tablets, smartphones, and online tools.
• Experience in consultative customer service or sales roles.
• Basic knowledge of specialized sales and business banking solutions.
• Strong interpersonal skills and ability to build rapport with customers.
• Aptitude for listening, problem-solving, and responding creatively to challenges.
• Good verbal and written communication skills.
• Good organizational, collaboration, and analytical skills.

Nice To Haves

• Experience in a consultative sales environment.
• Knowledge of personal banking products and trends.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and provide advice on financial solutions.
• Collaborate with BMO partners to enhance customer relationships.
• Guide customers in the branch lobby and offer advice on digital banking options.
• Conduct client conversations about banking services and recommend alternative channels.
• Meet customer transaction needs with seamless execution.
• Review customer profiles and engage in needs-based conversations.
• Support operational activities such as inventory management and service requests.
• Integrate marketing promotions into customer conversations for strategic advice.
• Organize work information to ensure accuracy and completeness.
• Contribute to the ongoing improvement of the branch customer experience.
• Comply with legal and regulatory requirements to safeguard customer assets.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed