Retail Relationship Banker

BMO

Tulare, CA, United States
$41,714.00 - $69,000.00; not specified; health ins...
Exceptional customer service delivery
Financial solutions 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 building new relationships and offering tailored solutions for sales and service needs.
  • Follows through on risk and compliance processes, keeping current with the financial services marketplace and ethical requirements.

Matching Summary

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

Salary

$41,714.00 - $69,000.00; Not specified; health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • Financial solutions guidance
  • Needs-based customer assessments
  • Digital and self-serve options promotion
  • Risk management framework application
  • Personal lending credit recommendations

Nice-to-have

  • Collaborative branch team member
  • Creative customer experience approaches
  • Continuous improvement contribution
  • Proactive community engagement

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Appropriate lending qualifications
  • Working knowledge of personal/small business needs
  • Experience in financial services an asset
  • Confident use of digital tools
  • Consultative customer service/sales experience
  • Federal registration with NMLS (US)

Work Rights

Not specified

Tailored Resume

Cover Letter