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Associate Banker

Associate Banker

BmoLincoln, NE, US
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Retail Banking Sales & Service Representative

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.

Responsibilities include :

  • Collaborates with BMO partners to identify referral opportunities.
  • Welcomes and guides customers in the branch lobby.
  • Assists in conducting client conversations about banking services.
  • Meets customer transaction-based needs.
  • Reviews customer profiles and engages in needs-based conversations.
  • Contributes to meeting branch business results.
  • Supports operational activities.
  • Acts as a key member of a collaborative branch and market team.
  • Probes to understand customer needs.
  • Organizes work information for accuracy.
  • Takes the initiative to personalize customer experiences.
  • Contributes to the ongoing improvement of the customer experience.
  • May work at multiple branches or through various channels.
  • Follows risk and compliance processes.
  • Keeps current with the financial services marketplace.
  • Maintains knowledge of personal banking products.
  • Identifies and reports suspicious activity.
  • Complies with legal and regulatory requirements.
  • Protects the Banks assets.
  • Completes complex tasks within given rules.
  • Analyzes issues and determines next steps.
  • Broader work may be assigned as needed.

Qualifications :

  • Typically between 1 2 years of relevant experience.
  • Canada only : Registration to sell investment products.
  • Confident and experienced in the use of social media and technology.
  • Some experience in consultative customer service or sales.
  • Basic knowledge of sales and business banking solutions.
  • Passionate commitment to helping customers.
  • Drive to deliver a personal customer experience.
  • Focus on results and ability to thrive in a consultative environment.
  • Resourceful self-starter with courage and confidence.
  • Readiness to collaborate and work in different capacities.
  • Strong interpersonal skills.
  • Aptitude for listening, solving problems, and responding flexibly.
  • Basic specialized knowledge.
  • Good verbal & written communication skills.
  • Good organization skills.
  • Good collaboration & team skills.
  • Good analytical and problem-solving skills.
  • Salary : $41,714.00 - $49,000.00

    Pay Type : Salaried

    The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.

    BMO Financial Groups 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.

    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 for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset.

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    Banker • Lincoln, NE, US

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