Retail Relationship Banker

BMO

Oakley, CA, United States
$45,900.00 - $75,900.00; not specified; health ins...
Exceptional customer service delivery
Financial solution guidance
Needs-based customer assessments
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

$45,900.00 - $75,900.00; Not specified; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • Financial solution guidance
  • Needs-based customer assessments
  • Proactive customer engagement
  • Risk management framework application
  • Personal lending credit recommendations

Nice-to-have

  • Collaborative branch team member
  • Creative problem-solving
  • Digital and self-serve options promotion
  • Community relationship building

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 is an asset
  • Confident in using digital tools
  • Consultative customer service or sales experience
  • Federal registration with NMLS (US)

Work Rights

Not specified

Tailored Resume

Cover Letter