Retail Relationship Banker

BMO

Clearlake, CA, United States
Base: $41,714.00 - $69,000.00; bonus/equity: not s...
On-site
Exceptional customer service
Needs-based assessments
Financial solutions guidance
BMO is seeking a Retail Relationship Banker for their Clearlake, CA location, focusing on delivering exceptional customer service and financial solutions. The role requires a proactive approach in engaging customers, assessing their needs, and fostering relationships to drive business growth

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.
  • Applies the risk management framework to protect the Bank's assets and maintain the quality of the lending portfolio.

Matching Summary

Match Score: 85

BMO is seeking a Retail Relationship Banker for their Clearlake, CA location, focusing on delivering exceptional customer service and financial solutions. The role requires a proactive approach in engaging customers, assessing their needs, and fostering relationships to drive business growth.

Salary

Base: $41,714.00 - $69,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer service
  • Needs-based assessments
  • Financial solutions guidance
  • Risk management framework
  • Credit recommendations

Nice-to-have

  • Bilingual in English and Spanish
  • Community engagement
  • Digital banking advice
  • Proactive customer engagement

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree or equivalent experience
  • Appropriate lending qualifications
  • Working knowledge of personal and small business customer needs
  • Experience in financial services is an asset
  • Consultative customer service or sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter