Retail Relationship Banker

BMO

Long Beach, CA, United States
Base: $45,900.00 - $75,900.00; bonus/equity: commi...
Customer needs assessment
Financial solutions guidance
Proactive customer engagement
Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions

Job Summary

  • Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
  • Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.

Salary

Base: $45,900.00 - $75,900.00; Bonus/Equity: commission structure may apply; Benefits: health insurance, tuition reimbursement, insurance, retirement savings plans

Skills & Requirements

Must-have

  • customer needs assessment
  • financial solutions guidance
  • proactive customer engagement
  • risk management framework application
  • credit recommendations

Nice-to-have

  • drive to deliver personal experience
  • resourceful self-starter
  • collaborative team player
  • creative problem solving
  • ethical industry requirements

Key Requirements

  • 2-3 years relevant experience
  • post-secondary degree desirable
  • appropriate lending qualifications
  • working knowledge of personal and small business needs
  • experience in financial services an asset
  • U.S. originator of consumer loans
  • Federal registration with NMLS&R

Work Rights

Not specified

Tailored Resume

Cover Letter