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Client Relationship Associate

2 months ago

Berwyn, Illinois, United States BMO Full time

Job Title: Associate Banker

Company: BMO Financial Group

Position Overview:

*Bilingual English/Spanish speaking preferred*

As an Associate Banker, you will provide outstanding service to clients and potential clients. You will assess client needs and offer insights and recommendations regarding financial products and services. Working collaboratively within the branch and alongside partners, you will strive to enhance the customer experience and meet business goals.

  • Proactively engages with current clients and prospects to foster loyalty.
  • Analyzes client requirements and suggests customized solutions to meet their financial and service needs.
  • Offers guidance on digital banking options to streamline the banking experience.
  • Assists with client transactions according to branch traffic.
  • Builds new connections within the community to expand client relationships.
  • Addresses inquiries and resolves issues while ensuring adherence to legal and regulatory standards.
  • Implements risk management strategies to safeguard the Bank's interests.
  • Provides recommendations for personal lending decisions.
  • Acts as a vital member of a cooperative branch and market team.
  • Contributes to overall business performance and enhances the customer journey.
  • Adheres to risk and compliance protocols to protect client assets.
  • Maintains up-to-date knowledge of personal banking offerings and market trends.
  • Identifies and reports any suspicious activities related to financial misconduct.

Qualifications:

  • 2 - 3 years of relevant experience in a customer-facing role.
  • Post-secondary education in a related field is preferred.
  • Understanding of client needs and available solutions.
  • Experience in the financial services sector is advantageous.
  • Excellent interpersonal skills with the ability to establish rapport with clients.
  • Strong verbal and written communication abilities.
  • Effective organizational and problem-solving skills.

Compensation and Benefits:

Salary range: $41,000 - $67,000.00, determined by factors such as location, skills, experience, and qualifications. The total compensation package includes performance-based incentives, bonuses, health benefits, tuition reimbursement, and retirement savings plans.

BMO is dedicated to fostering an inclusive and accessible workplace. We are an equal opportunity employer, and accommodations are available for candidates participating in the selection process.