Associate Banker

1 day ago

Fort Collins, Colorado, United States BMO Financial Group Full time
About the Role

BMO Financial Group is seeking a highly motivated and customer-focused Associate Banker to join our team. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their goals.

Key Responsibilities
  • Collaborate with BMO partners to identify referral opportunities and grow customers' relationships with BMO beyond personal banking.
  • Welcome and guide customers as they enter the branch lobby, offering advice and guidance on available digital and self-serve options.
  • Conduct client conversations about banking services, recommending alternative banking channels and providing personal banking and investment advice.
  • Meet customer transaction-based needs with seamless execution and review customer profiles to identify potential opportunities and address everyday banking plans and credit card needs.
  • Contribute to meeting branch business results and the customer experience, supporting operational activities, and acting as a key member of a collaborative and versatile branch and market team.
  • Proactively identify and report suspicious patterns of activity related to money laundering and comply with legal and regulatory requirements for the jurisdiction.
Requirements
  • Typically between 1-2 years of relevant experience and/or certification in a related field of study, or an equivalent combination of education and experience.
  • Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
  • Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
  • Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists.
  • Passionate commitment to helping customers, drive to deliver a personal customer experience, and a focus on results.
What We Offer

BMO Financial Group offers a competitive salary range of $41,000 to $50,000, a comprehensive benefits package, and opportunities for professional growth and development. We are committed to an inclusive, equitable, and accessible workplace, and we welcome applications from diverse candidates.

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