Associate Banker
$41,714–$50,500 year
On-siteCarpentersville, Illinois, United States
Job Summary
Delivers exceptional service to BMO customers by welcoming them into the branch lobby, guiding them through digital and self-serve options, and conducting client conversations to recommend alternative banking channels. Identifies customer needs regarding financial solutions, credit cards, and everyday banking plans to provide strategic advice and referral opportunities. Supports operational activities including inventory management, filing, and following up on customer applications while ensuring accuracy and completeness. Probes to understand personal banking and credit card needs, integrating marketing promotions into conversations to address everyday banking plans. Follows risk and compliance processes to safeguard customer assets, maintain privacy, and report suspicious patterns related to money laundering. Maintains current knowledge of personal banking products and the legal and regulatory environment to uphold ethical requirements.
Required Qualifications
- Typically between 1 – 2 years of relevant experience
- Registration to sell investment products completed or in progress (must be completed within 12 months)
- Canada only
Desired Qualifications
- equivalent combination of education and experience
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications
- Some experience in a consultative customer service or sales roles
- drive to deliver a personal customer experience
- Basic knowledge of specialized sales and business banking solutions
- Passionate commitment to helping customers
- A focus on results and the ability to thrive in a consultative sales and team-based environment
- Resourceful self-starter with courage and confidence to approach customers
- Readiness to collaborate and work in different capacities as part of a team
- Strong interpersonal skills, including the ability to build rapport and connections with customers
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
- Basic specialized knowledge
- Verbal & written communication skills - Good
- Organization skills - Good
- Collaboration & team skills - Good
- Analytical and problem solving skills - Good
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