Associate Banker Jobs
By BMO US At , Gridley, 95948
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Contributes to meeting branch business results and the customer experience.
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.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.

Are you looking for a rewarding career in private banking? Join our team as a Private Client Banker Associate and help our clients reach their financial goals! With our competitive salary and benefits package, you'll have the opportunity to make a difference in the lives of our clients.

Private Client Banker Associate Job Skills:

• Excellent customer service and communication skills
• Knowledge of banking products and services
• Ability to build relationships with customers
• Proficiency in Microsoft Office Suite
• Ability to work independently and as part of a team
• Strong problem-solving and analytical skills
• Ability to manage multiple tasks and prioritize workload
• Knowledge of banking regulations and compliance

What is Private Client Banker Associate Job Qualifications?

• Bachelor’s degree in finance, business, or related field
• At least two years of experience in banking or financial services
• Series 6 or 7 license
• Series 63 or 66 license
• State banking license

What is Private Client Banker Associate Job Knowledge?

• Knowledge of banking products and services
• Understanding of banking regulations and compliance
• Knowledge of financial markets and investments
• Understanding of customer service principles

What is Private Client Banker Associate Job Experience?

• At least two years of experience in banking or financial services
• Experience in customer service
• Experience in sales and marketing

What is Private Client Banker Associate Job Responsibilities?

• Develop and maintain relationships with clients
• Provide advice and guidance on banking products and services
• Process customer transactions
• Monitor customer