Base: $41,714.00 - $69,000.00; bonus/equity: not s...
On-site
Needs-based assessments
Financial solutions advice
Customer service excellence
BMO is seeking a Retail Relationship Banker in Boulder, CO, who will deliver exceptional financial services to customers, focusing on their needs for banking solutions. The role emphasizes collaboration within the branch and requires experience in consultative sales and customer service
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 through needs-based assessments to grow loyalty and identify opportunities.
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: 75
BMO is seeking a Retail Relationship Banker in Boulder, CO, who will deliver exceptional financial services to customers, focusing on their needs for banking solutions. The role emphasizes collaboration within the branch and requires experience in consultative sales and customer service.
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
Needs-based assessments
Financial solutions advice
Customer service excellence
Risk management framework application
Credit recommendations
Nice-to-have
Digital and self-serve options promotion
Community relationship building
Creative customer experience approaches
Key Requirements
2-3 years of relevant experience
Post-secondary degree or equivalent experience
Appropriate lending qualifications and designations
Working knowledge of personal and small business customer needs