Retail Relationship Banker

BMO

Bloomfield, IA, United States
$41,714.00 - $62,500.00; 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 personal and small business needs.
  • Follows through on risk and compliance processes to safeguard customer assets, maintain privacy, and act in their best interest.

Matching Summary

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

Salary

$41,714.00 - $62,500.00; 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
  • Proactive customer engagement
  • Risk management framework application
  • Digital and self-serve options promotion

Nice-to-have

  • Collaborative branch team member
  • Creative problem-solving
  • Personalized customer experiences
  • Continuous improvement mindset

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Lending qualifications and designations
  • Working knowledge of personal/small business needs
  • Working knowledge of retail investments/lending
  • Experience in consultative customer service/sales
  • Federal registration with NMLS (US)

Work Rights

Not specified

Tailored Resume

Cover Letter