Associate Banker

4 days ago

North Berwick, Maine, United States BMO Financial Group Full time
About the Role

We are seeking a highly motivated and customer-focused Associate Banker to join our team at BMO Financial Group. 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
  • Customer Service: Deliver exceptional service to BMO customers and prospects, responding to their needs and providing solutions that meet their goals.
  • Financial Solutions: Identify customer needs and provide advice and guidance on financial solutions that are in the best interests of customers.
  • Collaboration: Work collaboratively with BMO partners to deliver the desired customer experience and achieve overall business objectives.
  • Referral Opportunities: Collaborate with BMO partners to identify referral opportunities that further grow the customers relationship with BMO beyond personal banking.
  • Lobby Leadership: Welcome and guide customers as they walk into the branch lobby, and offer advice and guidance on available digital and self-serve options.
  • Client Conversations: Conduct client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
  • Transaction Execution: Meet customer transaction-based needs with seamless execution.
  • Customer Engagement: Review customer profiles and engage customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • Business Results: Contribute to meeting branch business results and the customer experience.
  • Operational Activities: Support operational activities, such as inventory management, escalated service requests, and following up on customer applications.
  • Team Collaboration: Act as a key member of a collaborative and versatile branch and market team.
  • Marketing Integration: Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Work Organization: Organize work information to ensure accuracy and completeness.
  • Customer Experience: Take the initiative to find creative approaches that make each customers experience feel personal.
  • Process Improvement: Look for ways to contribute to the ongoing improvement of the overall branch customer experience.
  • Business Results: Contribute to business results and the overall experience delivered in the branch.
  • Flexibility: May work at multiple branches based on market needs, with a variable work schedule.
  • Risk and Compliance: Follow through on risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, and act in their best interest.
  • Market Knowledge: Keep current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
  • Product Knowledge: Maintain current knowledge of personal banking products, practices, and trends and integrate into customer conversations.
  • Suspicious Activity: Identify and report suspicious patterns of activity that are suspected to be related to money laundering.
  • Regulatory Compliance: Comply with legal and regulatory requirements for the jurisdiction.
  • Asset Protection: Protect the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
  • Task Completion: Complete complex & diverse tasks within given rules/limits.
  • Issue Analysis: Analyze issues and determines next steps; escalates as required.
Qualifications
  • Experience: Typically between 1-2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
  • Registration: Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
  • Technical Skills: Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
  • Customer Service: Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
  • Basic Knowledge: Basic knowledge of specialized sales and business banking solutions to refer to specialists.
  • Soft Skills: Passionate commitment to helping customers, drive to deliver a personal customer experience, a focus on results, and the ability to thrive in a consultative sales and team-based environment.
  • Interpersonal Skills: Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • Problem-Solving Skills: An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Communication Skills: Verbal & written communication skills - Good.
  • Organization Skills: Organization skills - Good.
  • Collaboration Skills: Collaboration & team skills - Good.
  • Analytical Skills: Analytical and problem-solving skills - Good.
Compensation

The salary for this role is $41,000.00 - $50,000.00 per year, with a pay type of Salaried. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on the number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

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.

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