Retail Relationship Banker

BMO

Patterson, CA, United States
Base: $41,714.00 - $69,000.00; bonus/equity: commi...
On-site
Needs-based assessments
Customer service
Financial solutions
BMO is seeking a Retail Relationship Banker in Patterson, CA, responsible for delivering exceptional customer service while identifying financial solutions for clients. The role involves engaging with customers, conducting needs assessments, and collaborating with branch teams to enhance the overall banking experience

Job Summary

  • Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.
  • Proactively engages with existing customers and prospects to grow loyalty and identify opportunities, offering tailored solutions.
  • Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.

Matching Summary

Match Score: 85

BMO is seeking a Retail Relationship Banker in Patterson, CA, responsible for delivering exceptional customer service while identifying financial solutions for clients. The role involves engaging with customers, conducting needs assessments, and collaborating with branch teams to enhance the overall banking experience.

Salary

Base: $41,714.00 - $69,000.00; Bonus/Equity: Commission structure may apply; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Needs-based assessments
  • Customer service
  • Financial solutions
  • Risk management framework
  • Credit recommendations

Nice-to-have

  • Digital and self-serve options
  • Community engagement
  • Creative problem-solving
  • Financial services marketplace knowledge

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree or equivalent combination of education and experience
  • Working knowledge of personal and small business customer needs
  • Experience in a consultative customer service or sales role

Work Rights

Not specified

Tailored Resume

Cover Letter