Associate Banker
$50,100–$82,800 year
On-siteSan Jose, California, United States
San Jose, California, United StatesOn-sitePart Time$50,100–$82,800 yearEntry LevelBANKINGEnterprise
Part TimeEntry LevelEnterpriseBANKING
Job Summary
Delivers exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions. Proactively engages with existing customers and prospects to grow loyalty, complete needs assessments, and recommend tailored solutions for everyday banking, retail investments, lending, and small business needs. Supports customer transactions, generates appointments, and builds new relationships within the community while integrating marketing promotions into conversations. Follows through on risk and compliance processes to safeguard assets, maintain privacy, and ensure accurate data entry in line with legal and regulatory requirements. Identifies and reports suspicious activity related to money laundering and completes complex tasks including handling escalations. May work at multiple branches or through various channels based on market needs, with a schedule that may differ week to week.
Required Qualifications
- Typically between 2 - 3 years of relevant experience
- post-secondary degree in related field of study
- Registration to sell investment products completed - as appropriate for the jurisdiction
- Appropriate lending qualifications and designations
- Working knowledge of personal and small business customer needs and solutions
- Working knowledge of retail investments and lending products
- Experience in financial services
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications
- Experience in a consultative customer service or sales role
- drive to deliver a personal customer experience
- 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
- Specialized knowledge
- Verbal & written communication skills - Good
- Organization skills - Good
- Collaboration & team skills - Good
- Analytical and problem solving skills - Good
- Federal registration with the Nationwide Mortgage Licensing System and Registry
- criminal background review
- credit history evaluation
Desired Qualifications
- Canada only
- U.S. Only
- This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act)
- This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry
- The Bank will instruct you on the registration requirements needed to comply with this requirement
- A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity
- Salary: $50,100.00 - $82,800.00
- Pay Type: Salaried
- 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
- To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
- About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. 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 �...
- BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consisten...
- Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
- BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good.
- Who we are We're proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we'll continue to build, invest and ...
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