Jobs
>
Irvine

    Associate Banker - Irvine, United States - BMO Financial Group

    Show more Collapse job
    Default job background
    Description

    This is a part-time 30 hours a week position.
    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 with BMO partners to deliver the desired customer experience and achieve overall business objectives.


    • Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
    • Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
    • As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
    • Meets customer transaction-based needs with seamless execution.
    • Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
    • Contributes to meeting branch business results and the customer experience.
    • Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
    • Acts as a key member of a collaborative and versatile branch and market team.
    • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
    • Organizes work information to ensure accuracy and completeness.
    • Takes the initiative to find creative approaches that make each customer's experience feel personal.
    • Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
    • Contributes to business results and the overall experience delivered in the branch.
    • May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
    • Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
    • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
    • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
    • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
    • Complies with legal and regulatory requirements for the jurisdiction.
    • Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
    • Completes complex & diverse tasks within given rules/limits.
    • Analyzes issues and determines next steps; escalates as required.
    • Broader work or accountabilities may be assigned as needed.

    Qualifications:

    • 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.
    • Canada only:

    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, Smart phones, online tools, and applications.
    • Some experience in a consultative customer service or sales roles, 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.
    • A 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.
    • Basic specialized knowledge.
    • Verbal & written communication skills - Good.
    • Organization skills - Good.
    • Collaboration & team skills - Good.
    • Analytical and problem solving skills - Good.

    Compensation and Benefits:
    $41, $57,000.00


    Pay Type:
    Salaried
    The above represents BMO Financial Group's 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.

    Salaries for part-time roles will be pro-rated based on 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.

    To view more details of our benefits, please visit:


    We're here to help
    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.

    We'll 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, we'll help you gain valuable experience, and broaden your skillset.

    To find out more visit us at
    BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer.

    All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

    Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

    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.


    We have other current jobs related to this field that you can find below

  • East West Bank

    Associate Banker

    1 week ago


    East West Bank Rowland Heights, United States Full time

    Overview · Being the next generation Associate Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints. · As an Associate Banker, you wi ...

  • Bank of Montreal

    Associate Banker

    4 days ago


    Bank of Montreal Rowland Heights, United States

    Application Deadline:06/28/2024 Address:19005 Colima Rd. Job Family Group:Retail Banking Sales & Service. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solu Customer Experience, Banker, ...

  • Zions Bancorporation

    Wealth Advisor

    3 weeks ago


    Zions Bancorporation Irvine, United States

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique exp ...


  • EverBank Irvine, United States

    Specialty Deposit Relationship Banker · The Specialty Deposit Relationship Banker is responsible for identifying, managing, deepening, and developing client relationships, providing exceptional financial services and driving business growth. This role requires a strong understand ...


  • EverBank NA Irvine, United States

    Job Description · Specialty Deposit Relationship Banker · The Specialty Deposit Relationship Banker is responsible for identifying, managing, deepening, and developing client relationships, providing exceptional financial services and driving business growth. This role requires a ...

  • Fifth Third Bank

    Lead CSR/Teller

    2 weeks ago


    Fifth Third Bank Fairview, United States Full time

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Provide excellent customer service in all interactions. Refer customers to the appropr ...


  • BankTalent HQ Irvine, United States

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique ex ...

  • Anywhere Real Estate

    Agent Recruiter

    1 week ago


    Anywhere Real Estate Tustin, United States

    Job Description · Agent Recruiter · Real Life. Real Connections. · What you'll do: · You're a talent scout, energetically searching the real estate landscape to connect with high-performing real estate agents and let them know "We Want You." Using your exceptional phone and sale ...


  • Nano Banc Irvine, United States

    Position Summary: · The Treasury Management Analyst is responsible for the management of Analysis Accounts, 1031 accounts, and supported applications. Responds to and supports Treasury Services in partnership with relationship managers and bankers. Proactively collaborate with p ...


  • FIRST FOUNDATION BANK Irvine, United States

    **Summary**: Responsible for complex commercial loan administration that requires specialized knowledge, and exceptional client service in partnership with assigned commercial and private bankers. Serve as point of contact/mentor for all Commercial Loan Documentation Analysts and ...

  • Zions Bancorporation

    Wealth Advisor

    3 days ago


    Zions Bancorporation Irvine, United States

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique exp ...

  • D.A. Davidson

    Associate, Consumer

    2 weeks ago


    D.A. Davidson Irvine, United States

    **D.A. Davidson & Co. - the Strength of Advice** · Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognize ...

  • California Bank & Trust

    Portfolio Manager

    1 week ago


    California Bank & Trust Irvine, United States

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique ex ...


  • Western Alliance Bank Costa Mesa, United States

    Job Title: · VP- Commercial Banker- Structured Finance · Location: · Costa Mesa · What you'll do: · The position of the VP- Commercial Banking on our Sponsor Finance Team is responsible for identifying a target market for new business and subsequently develop and establish a ...


  • JMAC Lending Santa Ana, United States

    **Retail Mortgage Opportunities- Texas** · at JMAC Lending Boise, Idaho **JMAC Lending is GROWING** **Location: Boise, Idaho** **The Opportunity:** JMAC Lending is expanding its Mortgage Banking platform and is looking for a Wholesale Account Executive to service both Wholesale ...

  • City National Bank

    Relationship Banker

    4 days ago


    City National Bank Newport Beach, United States

    RELATIONSHIP BANKER · WHAT IS THE OPPORTUNITY? · Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branch. Provides expertise in all aspects of providing exe ...


  • Sovereign Lending Group Newport Beach, United States

    * Please note this is an in office position* · Sovereign Lending Group, a national direct lender, is celebrating over 17 years of service. We have been named by Inc. 5000 as one of the Fastest Growing Privately Held Companies in America for 10 years in a row. · We are growing a ...


  • Bank of America Newport Beach, United States

    Small Business Banker - Orange County South Market · Newport Beach, California · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company ...


  • Peoples Bank Huntington, United States Regular Full time

    Build Your Future Here: · Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. a ...


  • WELLS FARGO BANK Huntington Beach, United States Full time

    Why Wells Fargo: · Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Compa ...