associate banker

We Florida Financial

<div><p>Purpose: The primary function of this job is to provide outstanding service to members by promoting and selling Credit Union &hellip; (Banking) services and products services to new and existing members and by fully using job-relevant technical skills, maintaining/updating technical skills, and seeking to enhance service skills. This position is a three-level job progression track, which requires the employee to be proficient in one or more of the following areas: 1) provide teller services to members, 2) perform back-office teller/administrative duties, and 3) provide service delivery coordination to members. Requires the employee to be proficient in a minimum of one function within the first year of employment. Position advancement will occur when an additional skill is achieved. All front-office positions are high visibility/high volume and require the ability to make decisions within established guidelines, the willingness to work within a sales environment, and the ability to be a team player in an organization that values the spirit of teamwork.</p><p><b>
Required Core Position Functions</b></p><ul><li> Responsible for meeting established sales goals for WFF products and services</li><li> Responsible for producing sales referrals for new accounts and loans as assigned</li><li> Utilize empowerment matrix</li><li> Follow WFF&rsquo;s service guidelines</li><li> Possess thorough knowledge of all products and services</li><li> Explain Credit Union products/services to members</li><li> Refer members to appropriate departments as required</li><li> Process member account inquiries and respond to member problems</li><li> Assist in end-of-day processing</li><li> Adhere to work environment maintenance standards</li><li> Assist in maintaining membership records confidentially</li><li> Notarize documents for members and staff</li><li> Monitor lobby to identify potential security risks</li><li> Perform specific and delegated duties as assigned by management</li></ul><p><b>
Essential Functions</b> (employee must be proficient in one or more of the following three areas):</p><p><b>
Associate Banker Function</b></p><ul><li> Provide excellent member services at all times</li><li> Process and post monetary and related transactions</li><li> Process checks and apply appropriate holds</li><li> Perform internal teller-related duties including identifying cross-selling opportunities and referring members to other teammates.</li><li> Follow established cash drawer and cash handling procedures</li><li> Reconcile/balance cash and transactions within guidelines</li><li> Follow established security procedures</li><li> Process night drop and mail deposits</li><li> Ensure confidentiality of member account information</li><li> Deter fraud whenever possible</li><li> Responsible for resolving member inquiries and account disputes</li><li> Activate new accounts</li><li> Close existing accounts as needed</li><li> Knowledge of Cash Dispensing Machine operations and balancing (if applicable)</li><li> Responsible for compliance with Bank Secrecy Act and Credit Union procedures related to completion and filing of Currency Transaction Reports</li></ul><p><b>
Back-Office Associate Banker/Administrative Function</b></p><ul><li> Balance branch</li><li> Maintain vault using established procedures</li><li> Process cash shipments (incoming, outgoing, and ordering)</li><li> Receive and sell cash/coin</li><li> Prepare coin/mutilated money shipments</li><li> Balance and audit Cash Dispensing Machine (if applicable)</li><li> Maintain reserve supplies and balance money order inventories, official/cashier&rsquo;s checks, and other stock as may be assigned</li><li> Process large ATM deposits</li><li> Balance ATM</li><li> Process night deposit deposits, if applicable</li><li> Assist with Branch audits</li><li> Coach other Associate Bankers</li><li> Train new Associate Banker and provide continual mentoring for Associate Banker trained</li><li> Open additional savings-products using established procedures</li><li> Cross-sell products/services when appropriate and close sales</li><li> Provide error resolution and effectively solve complex account service issues</li></ul><p><b>
Service Delivery Coordination</b></p><ul><li> Greet members in branch locations and determine the nature of member&rsquo;s business</li><li> Ensure members receive service in a timely manner</li><li> Demonstrate the use of service delivery systems and direct members to the appropriate delivery channels</li><li> Display a thorough knowledge of all Credit Union products/services and explain products/services to members</li><li> Demonstrate knowledge of Phone Service and Support Services job functions</li><li> Demonstrate knowledge of safe deposit box procedures</li><li> Process member account inquiries and assist members with problem resolutions</li><li> Cross-sell additional products/services when appropriate and close sales</li><li> Responsible for producing sales referrals for new accounts and loans as assigned</li><li> Exhibit advanced profiling techniques</li><li> Explain Credit Union products/services to members</li><li> Follow established security procedures</li><li> Discuss loan products and processes</li><li> Explain and offer all deposit related products to members</li><li> Provide basic IRA transactions</li><li> Responsible for following up with members utilizing the 2.2.2. Onboarding and pipeline management process.</li></ul><p><b>
Job Qualifications</b></p><p><b>
Knowledge of:</b></p><ul><li> Cash handling procedures</li><li> Products/services</li><li> Policies/procedures and service philosophy</li><li> Safety/security programs (i.e., false alarms, robberies, bomb threats and extortion)</li><li> In-house computer system</li><li> Regulatory understanding</li></ul><p><b>
Skills:</b></p><ul><li> Vision: Ability to complete necessary paperwork</li><li> Speech/Hearing: Ability to communicate verbally with staff, members, and vendors</li><li> Manual Dexterity: Ability to perform necessary computer-related input</li><li> Physical Mobility: Requires significant finger manipulation, hand-arm manipulation, hand/arm steadiness, eye/hand/foot coordination, limb movement without visual control, hand/ear coordination may require standing for long periods of time.</li></ul><p>
 <b>Ability to:</b></p><ul><li> Understand/Follow moderately complex written and oral instructions</li><li> Express oneself clearly/concisely, both orally/in writing</li><li> Prioritize multiple member requests (handle daily routine with moderate freedom to interpret and act upon various situations)</li><li> Present a professional/personable personality to reinforce WFF's professional image</li><li> Interact with multiple departments daily</li><li> Work within precise standardized guidelines with some latitude to take initiative</li><li> Possess versatility/flexibility to successfully serve as a backup to other positions as required</li><li> Possess creativity/resourcefulness to complete assigned duties without constant supervision</li><li> Possess mental concentration to resolve basic problems, which are relatively redundant</li><li> Keep personal work updated and accurate</li><li> Accept limited responsibility for funds/records</li><li> Accept responsibility for access to confidential data and member account information</li></ul><p><b>
Education/Experience</b></p><ul><li> High school level of language, math, and reasoning skills</li><li> Two years of work experience in a related field with equal responsibilities</li><li> Formal training should be supplemented with continuing internal and external education and self-development programs</li></ul></div><p></p>

Associate Banker

PT - Associate Banker

European Bank for Reconstruction and Development

<div><div><div><div><div>Requisition ID</div> <div>36553</div>
</div><br>
<div><div>Office Country</div> <div>T&uuml;rkiye</div>
</div><br>
<div><div>Office City</div> <div>Istanbul</div>
</div><br>
<div><div>Division</div> <div>Banking Countries of Operations</div>
</div><br>
<div><div>Contract Type</div> <div>Regular</div>
</div><br>
<div><div>Contract Length</div>
</div><br>
<div></div><div><div>Posting End Date</div> <div>30/03/2026</div></div></div></div><br>
<div></div>
<div>
</div><p><b>Purpose of Job:</b></p><br>
<p></p>
<p>
The Associate Banker will join the Energy Eurasia team of Sustainable Infrastructure Group that covers T&uuml;rkiye, Caucasus, Central Asia &amp; Mongolia.</p>
<p>
The Associate Banker contributes to all phases of the project cycle, including project origination, structuring, execution, and implementation and monitoring. The Associate Banker will take responsibility for those tasks assigned to him/her by the operation leader, which may include undertaking comprehensive due diligence, including financial, market, integrity and EBRD policy compliance, as well as effective post-signing implementation and monitoring. The Associate Banker carries out these tasks as part of a project team under the guidance of an operation leader or under the supervision/guidance of more senior bankers or the team Director. The Associate Banker role may also include elements of business/pipeline development, client management and policy dialogue.</p><br>
<p></p>
<p><b>
Accountabilities &amp; Responsibilities:</b></p><br>
<p></p>
<p>
Under the guidance of the operation leader or a more senior banker:</p><br>
<p></p>
<p>
Structuring and Execution</p><br>
<p></p>
<ul><li>Work as a project team member on transactions, contributing to all aspects of project structuring and execution, including comprehensive research and analysis of background materials, market information and financial performance data; analyse and evaluate potential risks related to the proposed project, including analysis of financial statements, preparing and updating financial models/projections and working with client counterparts, consultants and other parties to progress the project;</li></ul>
<ul><li>Actively contribute to, in some cases lead, the design and implementation of Technical co-operation assistance, including preparation of terms of reference and internal approval documentation, to support the related investment project or the related policy dialogue initiative, ensuring that Technical co-operation assistance processing and approval fits with the approval schedule of the related investment project or the related policy dialogue initiative;</li></ul>
<ul><li>Be the primary driver of the scope and quality of project due diligence, including financial, market, integrity and EBRD policy compliance;</li></ul>
<ul><li>Prepare internal project documentation, including approval project memoranda, financial models, draft term sheets, presentations, etc. as and when required;</li></ul>
<ul><li>As may be requested, assist with communication with other internal units of the Bank, clients and other stakeholders, at the operational level, such as preparing draft correspondence, presentations, and following up on internal emails;</li></ul>
<ul><li>Ensure that all tasks are completed within the specified time frames to a high standard and in line with the policies, procedures and objectives of the Bank.</li></ul><br>
<p></p>
<p>
Portfolio Monitoring, Value Creation and Reporting</p><br>
<p></p>
<ul><li>Take responsibility for the implementation and monitoring of all projects to which the Associate Banker is assigned, including compliance with project agreements and Bank procedures related to disbursement; monitoring of progress of the project implementation and financial performance of the client; assessing evolving risk factors and monitoring and assessing covenant compliance;</li></ul>
<ul><li>Prepare timely and comprehensive monitoring reports and include recommendations for corrective actions where required and ensure these proposed corrective actions and recommendations are brought to the attention of more senior team members;</li></ul>
<ul><li>As/when required ensure effective implementation and monitoring of TC assignments including compliance with donor reporting requirements and operational objectives.</li></ul>
<ul><li>As a project team member perform all such tasks as may be assigned by the operation leader and provide constructive advice, guidance and supervision to more junior members of the project team.</li></ul><br>
<p></p>
<p>
Business Development</p><br>
<p></p>
<ul><li>Assist, as required, with marketing and business development efforts.</li></ul><br>
<p></p>
<p>
The responsibilities of the Associate Banker are designed to allow for the development of transaction expertise and expansion of responsibilities leading to assuming the role of an operation leader on standard, non-complex transactions under the supervision/guidance of more senior bankers or the Team Director.</p><br>
<p></p>
<p><b>
Qualifications &amp; Skills / Experience &amp; Knowledge:</b></p><br>
<p></p>
<p><b><i>
Qualifications and Skills:</i></b></p><br>
<p></p>
<ul><li>Bachelor&rsquo;s degree. Master&rsquo;s degree preferred or equivalent experience in the areas of expertise.</li></ul>
<ul><li>Professional qualification such as ACA, CFA, ACCA, or CIMA desirable.</li></ul>
<ul><li>Strong quantitative/numerical skills are critical with the ability to interpret financial information and to design, develop, use and audit financial models.</li></ul>
<ul><li>Credit analysis skills, with the ability to interpret accounts, understanding local and international accounting principles and practice of credit analysis.</li></ul>
<ul><li>At least 6 years experience in finance or banking sector or the energy sector and preferably in renewable energy is required.</li></ul>
<ul><li>Experience in complex project finance structures preferred.</li></ul>
<ul><li>Computer literacy, conversant with Microsoft Office and spread sheet packages including financial analysis and modelling modules.</li></ul>
<ul><li>Excellent understanding of relevant systems and processes.</li></ul>
<ul><li>Ability to work effectively as a team member and to deadlines and under time pressure.</li></ul>
<ul><li>Excellent written and oral communication skills in English.</li></ul>
<ul><li>Experience in working in T&uuml;rkiye is desirable.</li></ul><br>
<p></p>
<p><b><i>
Experience &amp; Knowledge:</i></b></p><br>
<p></p>
<ul><li>Relevant financial industry experience from an investment or commercial bank, private equity firm, asset management firm, or auditing/financial consulting firm operating to international standards.</li></ul>
<ul><li>Practical experience of participating in transactions through the full project life cycle.</li></ul>
<ul><li>Exposure to industry/country experience.</li></ul><p></p><div><b><br>
What is it like to work at the EBRD? / About EBRD</b></div><br>
<div></div>
<div>
Our agile and innovative approach is what makes life at the EBRD a unique experience! You will be part of a pioneering and diverse international organisation, and use your talents to make a real difference to people's lives and help shape the future of the regions we invest in.</div><br>
<div></div>
<div>
At EBRD, our Values &ndash; Inclusiveness, Innovation, Trust, and Responsibility &ndash; are at the heart of how we work. We bring these to life through our Workplace Behaviours: listening well and speaking up, collaborating smartly, acting decisively with full commitment, and simplifying to amplify our impact. These principles shape our culture and define our success. We seek individuals who not only share these values but are also committed to embedding them in their daily work, fostering a positive and high-performing environment.</div><br>
<div></div>
<div>
The EBRD environment provides you with:</div>
<ul>
<li>Varied, stimulating and engaging work that gives you an opportunity to interact with a wide range of experts in the financial, political, public and private sectors across the regions we invest in.</li>
<li>A working culture that embraces inclusion and celebrates diversity. Our workforce reflects a broad range of backgrounds, perspectives, and experiences, bringing fresh ideas, energy, and innovation and enhancing our ability to serve our clients, shareholders, and counterparties effectively.</li>
<li>A hybrid workplace that offers flexibility to teams and individuals; that is based on trust, flexibility and connectedness.</li>
<li>An environment that places sustainability, equality and digital transformation at the heart of what we do.</li>
<li>A workplace that prioritises employee wellbeing and provides a comprehensive suite of competitive benefits.</li></ul><br>
<div></div>
<div>
Diversity is one of the Bank&rsquo;s core values which are at the heart of everything it does. As such, the EBRD seeks to ensure that everyone is treated with respect and given equal opportunities and works in an inclusive environment. The EBRD encourages all qualified candidates who are nationals of the EBRD member countries to apply regardless of their racial, ethnic, religious and cultural background, gender, gender identity, sexual orientation, age, socio-economic background or disability.</div><br>
<div></div>
<div>
Please note, that due to the high volume of applications received, we regret to inform you that we are unable to provide detailed feedback to candidates who have not been shortlisted (for further consideration).</div><br>
<p><br>
<b>Job Segment: </b>Sustainability, Credit Analyst, Private Equity, Bank, Banking, Energy, Finance</p></div>

Associate Banker - Energy Eurasia

Middletown Valley Bank

<div><div><b>Functional </b><b>Title: </b><b>Associate Retail Banker</b></div><div><b>
Grade:</b>5</div><div><b>
Reports </b><b>to:</b>Various Leaders</div><div><b>
FLSA:</b>Exempt</div><div><b>
Date:</b>February 2026</div><p></p><p><br>
Middletown Valley Bank is a growing organization, and we are looking for people who believe in providing an Absolutely Exceptional Experience to our customers, communities, and fellow team members. Become a part of our team and join a company with a professional and positive work environment, caring culture, great benefits and rewarding work opportunities.</p><p><b>
General Summary</b></p><p>
The growth and development of our team members is essential to the success of Middletown Valley Bank. To support this mission, the Bank offers a 12&ndash;24-month Associate Banker training program. This program provides motivated participants with accelerated, hands-on experience across multiple key business lines.</p><p>
The Associate Banker begins their journey within a designated retail branch, where they learn the fundamentals of branch operations, relationship development, and basic consumer lending. Throughout the program, individuals rotate through additional departments to gain broad exposure, identify where their skills and interests align, and build the foundation for future leadership roles within the Bank.</p><p></p><p><b><br>
Primary Duties and Responsibilities</b></p><ul><li>
Learns and applies departmental methods, procedures, and standards by observing and working alongside experienced banking professionals.</li><li>
Builds strong relationships with internal and external customers while demonstrating the Bank&rsquo;s culture of the Absolutely Exceptional Experience.</li><li>
Accurately and efficiently process customer transactions and requests, including wire transfers, ACH disputes, and credit card applications.</li><li>
Provides account services, including opening new personal and business accounts, CDs, and processing consumer loan applications while identifying and recommending appropriate bank products.</li><li>
Collaborates with various departments to gain proficiency in retail banking, credit analysis, and commercial banking.</li><li>
Develops an understanding of client needs and recommend solutions that align with bank products and services.</li><li>
Represents the bank professionally in all interactions, including customer engagements, community events, and volunteer activities.</li><li>
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.</li><li>
Supports and participates in community activities and initiatives.</li><li>
Other duties necessary to meet business objectives.</li></ul><p><b>
Knowledge, Skills, and Abilities</b></p><ul><li>
Bachelor&rsquo;s degree in Business, Accounting, Finance, Marketing, or a related field; or more than five years of relevant financial services experience.</li><li>
Working knowledge of accounting principles and basic credit concepts.</li><li>
Foundational understanding of the financial services industry, including key regulations, retail banking products, and lending.</li><li>
Demonstrated leadership skills with the ability to motivate, influence, and collaborate effectively with others.</li><li>
Strong interpersonal and communication skills, with the ability to communicate clearly and professionally across all levels of the organization.</li><li>
Exhibits strong customer service skills while maintaining professionalism, composure, and resilience in difficult or high‑pressure interactions.</li><li>
Strong problem‑solving and conflict‑resolution abilities.</li><li>
Demonstrates curiosity, a desire to learn multiple areas of banking, and the initiative to take ownership of personal development.</li><li>
Adaptable in a changing regulatory, technological, and operational environment.</li><li>
Ability to prioritize tasks effectively while contributing to a team‑oriented work environment.</li><li>
Proficient in Microsoft Office; experience with Jack Henry Xperience Teller and OnBoard platforms is preferred.</li><li>
Flexibility to work varied hours, including evenings and weekends, and ability to travel locally as needed across multiple branch locations.</li><li>
Aligned with Middletown Valley Bank&rsquo;s Code of Ethics and values.</li></ul><p><b>
Work Environment</b></p><ul><li>
While performing the duties of this job, the employee is regularly required to stand, walk, see, use hands to type, carry, handle, and feel objects, reach with hands and arms, talk, and hear. The employee must occasionally lift and/or move up to 25 pounds or more.</li><li>
The job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.</li><li>
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.</li></ul><p><b>
Full-Time Benefits</b></p><ul><li>
Health, Dental, and Vision Insurance</li><li>
Life Insurance</li><li>
Short Term &amp; Long-Term Disability</li><li>
401k Savings Plan</li><li>
Paid Holidays</li><li>
Parental Leave</li><li>
Paid Time Off</li><li>
Professional Development</li><li>
Employee Assistance Program</li></ul><p></p><p><b><br>
This job description represents a summary of typical functions of the job, not an exhaustive list of all possible responsibilities, tasks, and duties.</b></p></div><p></p>

Associate Banker - Washington County

BMO Financial Group

12135 S. Garfield Ave. South Gate California,90280
<br>
<div><p><b>This is a part-time 30 hours a week position.</b></p>
<p></p><p>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 through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.</p><p></p><ul><li>
Collaborates with BMO partners to identify referral opportunities that further grow the customer&rsquo;s relationship with BMO beyond personal banking.</li><li>
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.</li><li>
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.</li><li>
Meets customer transaction-based needs with seamless execution.</li><li>
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.</li><li>
Contributes to meeting branch business results and the customer experience.</li><li>
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).</li><li>
Acts as a key member of a collaborative and versatile branch and market team.</li><li>
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.</li><li>
Organizes work information to ensure accuracy and completeness.</li><li>
Takes the initiative to find creative approaches that make each customer&rsquo;s experience feel personal.</li><li>
Looks for ways to contribute to the ongoing improvement of the overall customer experience.</li><li>
Contributes to business results and the overall experience delivered.</li><li>
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.</li><li>
Follows through on risk and compliance processes and policies to ensure we safeguard our customers&rsquo; assets, maintain their privacy, and act in their best interest.</li><li>
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.</li><li>
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.</li><li>
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.</li><li>
Complies with legal and regulatory requirements for the jurisdiction.</li><li>
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.</li><li>
Completes complex &amp; diverse tasks within given rules/limits.</li><li>
Analyzes issues and determines next steps; escalates as required.</li><li>
Broader work or accountabilities may be assigned as needed.</li><li>
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.</li></ul><p><b>
Qualifications:</b></p><ul><li>
Typically between 1 &ndash; 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.</li><li>
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.</li><li>
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.</li><li>
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.</li><li>
Basic knowledge of specialized sales and business banking solutions to refer to specialists.</li><li>
Passionate commitment to helping customers.</li><li>
Drive to deliver a personal customer experience.</li><li>
A focus on results and the ability to thrive in a consultative sales and team-based environment.</li><li>
Resourceful self-starter with courage and confidence to approach customers.</li><li>
Readiness to collaborate and work in different capacities as part of a team.</li><li>
Strong interpersonal skills, including the ability to build rapport and connections with customers.</li><li>
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.</li><li>
Basic specialized knowledge.</li><li>
Verbal &amp; written communication skills - Good.</li><li>
Organization skills - Good.</li><li>
Collaboration &amp; team skills - Good.</li><li>
Analytical and problem solving skills - Good.</li></ul>
<p><b>Salary:</b></p><p>
$41,714.00 - $50,500.00</p><p><b>
Pay Type:</b></p><p>
Salaried</p><p>
The above represents BMO Financial Group&rsquo;s pay range and type.</p><p>
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&rsquo;s expected target for the first year in this position.</p><p>
BMO Financial Group&rsquo;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: https://jobs.bmo.com/global/en/Total-Rewards</p>
<p><b>About Us</b></p><p>
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.</p><p>
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 &ndash; for yourself and our customers. We&rsquo;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&rsquo;ll help you gain valuable experience, and broaden your skillset.</p><p>
To find out more visit us at https://jobs.bmo.com/us/en
</p><p>BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.</p><p>
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.</p><p>
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.</p></div>

12709 Valley View Ave. La Mirada California,90638
<br>
<div><p><b>This is a part-time 20 hours a week position.</b></p>
<p></p><p>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 through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.</p><p></p><ul><li>
Collaborates with BMO partners to identify referral opportunities that further grow the customer&rsquo;s relationship with BMO beyond personal banking.</li><li>
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.</li><li>
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.</li><li>
Meets customer transaction-based needs with seamless execution.</li><li>
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.</li><li>
Contributes to meeting branch business results and the customer experience.</li><li>
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).</li><li>
Acts as a key member of a collaborative and versatile branch and market team.</li><li>
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.</li><li>
Organizes work information to ensure accuracy and completeness.</li><li>
Takes the initiative to find creative approaches that make each customer&rsquo;s experience feel personal.</li><li>
Looks for ways to contribute to the ongoing improvement of the overall customer experience.</li><li>
Contributes to business results and the overall experience delivered.</li><li>
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.</li><li>
Follows through on risk and compliance processes and policies to ensure we safeguard our customers&rsquo; assets, maintain their privacy, and act in their best interest.</li><li>
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.</li><li>
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.</li><li>
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.</li><li>
Complies with legal and regulatory requirements for the jurisdiction.</li><li>
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.</li><li>
Completes complex &amp; diverse tasks within given rules/limits.</li><li>
Analyzes issues and determines next steps; escalates as required.</li><li>
Broader work or accountabilities may be assigned as needed.</li><li>
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.</li></ul><p><b>
Qualifications:</b></p><ul><li>
Typically between 1 &ndash; 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.</li><li>
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.</li><li>
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.</li><li>
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.</li><li>
Basic knowledge of specialized sales and business banking solutions to refer to specialists.</li><li>
Passionate commitment to helping customers.</li><li>
Drive to deliver a personal customer experience.</li><li>
A focus on results and the ability to thrive in a consultative sales and team-based environment.</li><li>
Resourceful self-starter with courage and confidence to approach customers.</li><li>
Readiness to collaborate and work in different capacities as part of a team.</li><li>
Strong interpersonal skills, including the ability to build rapport and connections with customers.</li><li>
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.</li><li>
Basic specialized knowledge.</li><li>
Verbal &amp; written communication skills - Good.</li><li>
Organization skills - Good.</li><li>
Collaboration &amp; team skills - Good.</li><li>
Analytical and problem solving skills - Good.</li></ul>
<p><b>Salary:</b></p><p>
$41,714.00 - $50,500.00</p><p><b>
Pay Type:</b></p><p>
Salaried</p><p>
The above represents BMO Financial Group&rsquo;s pay range and type.</p><p>
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&rsquo;s expected target for the first year in this position.</p><p>
BMO Financial Group&rsquo;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: https://jobs.bmo.com/global/en/Total-Rewards</p>
<p><b>About Us</b></p><p>
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.</p><p>
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 &ndash; for yourself and our customers. We&rsquo;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&rsquo;ll help you gain valuable experience, and broaden your skillset.</p><p>
To find out more visit us at https://jobs.bmo.com/us/en
</p><p>BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.</p><p>
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.</p><p>
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.</p></div>

21479 S Ellsworth Road Queen Creek Arizona,85142
<br>
<p></p><div><p>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 through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.</p><p></p><ul><li>
Collaborates with BMO partners to identify referral opportunities that further grow the customer&rsquo;s relationship with BMO beyond personal banking.</li><li>
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.</li><li>
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.</li><li>
Meets customer transaction-based needs with seamless execution.</li><li>
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.</li><li>
Contributes to meeting branch business results and the customer experience.</li><li>
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).</li><li>
Acts as a key member of a collaborative and versatile branch and market team.</li><li>
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.</li><li>
Organizes work information to ensure accuracy and completeness.</li><li>
Takes the initiative to find creative approaches that make each customer&rsquo;s experience feel personal.</li><li>
Looks for ways to contribute to the ongoing improvement of the overall customer experience.</li><li>
Contributes to business results and the overall experience delivered.</li><li>
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.</li><li>
Follows through on risk and compliance processes and policies to ensure we safeguard our customers&rsquo; assets, maintain their privacy, and act in their best interest.</li><li>
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.</li><li>
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.</li><li>
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.</li><li>
Complies with legal and regulatory requirements for the jurisdiction.</li><li>
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.</li><li>
Completes complex &amp; diverse tasks within given rules/limits.</li><li>
Analyzes issues and determines next steps; escalates as required.</li><li>
Broader work or accountabilities may be assigned as needed.</li><li>
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.</li></ul><p><b>
Qualifications:</b></p><ul><li>
Typically between 1 &ndash; 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.</li><li>
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.</li><li>
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.</li><li>
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.</li><li>
Basic knowledge of specialized sales and business banking solutions to refer to specialists.</li><li>
Passionate commitment to helping customers.</li><li>
Drive to deliver a personal customer experience.</li><li>
A focus on results and the ability to thrive in a consultative sales and team-based environment.</li><li>
Resourceful self-starter with courage and confidence to approach customers.</li><li>
Readiness to collaborate and work in different capacities as part of a team.</li><li>
Strong interpersonal skills, including the ability to build rapport and connections with customers.</li><li>
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.</li><li>
Basic specialized knowledge.</li><li>
Verbal &amp; written communication skills - Good.</li><li>
Organization skills - Good.</li><li>
Collaboration &amp; team skills - Good.</li><li>
Analytical and problem solving skills - Good.</li></ul>
<p><b>Salary:</b></p><p>
$41,714.00 - $50,000.00</p><p><b>
Pay Type:</b></p><p>
Salaried</p><p>
The above represents BMO Financial Group&rsquo;s pay range and type.</p><p>
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&rsquo;s expected target for the first year in this position.</p><p>
BMO Financial Group&rsquo;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: https://jobs.bmo.com/global/en/Total-Rewards</p>
<p><b>About Us</b></p><p>
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.</p><p>
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 &ndash; for yourself and our customers. We&rsquo;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&rsquo;ll help you gain valuable experience, and broaden your skillset.</p><p>
To find out more visit us at https://jobs.bmo.com/us/en
</p><p>BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.</p><p>
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.</p><p>
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.</p></div>

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