BMO is seeking a Retail Relationship Banker for its Santa Clara branch, focusing on delivering exceptional customer service and identifying financial solutions for clients. The ideal candidate will have relevant experience in retail banking and a passion for enhancing customer relationships
Job Summary
Delivers exceptional service to BMO customers and prospects, identifying needs and providing advice on financial solutions.
Proactively engages with existing customers and prospects through needs-based assessments to grow loyalty and identify opportunities.
Acts as a key member of a collaborative branch and market team, contributing to business results and customer experience.
Matching Summary
Match Score: 85
BMO is seeking a Retail Relationship Banker for its Santa Clara branch, focusing on delivering exceptional customer service and identifying financial solutions for clients. The ideal candidate will have relevant experience in retail banking and a passion for enhancing customer relationships.
Salary
Base: $50,100.00 - $82,800.00; Bonus/Equity: Commission structure may apply; Benefits: Health insurance, tuition reimbursement, retirement savings plans
Skills & Requirements
Must-have
needs-based assessments
financial solutions
customer service
relationship building
risk management framework
Nice-to-have
digital and self-serve options
community engagement
creative problem-solving
Key Requirements
2-3 years of relevant experience
Post-secondary degree or equivalent
Appropriate lending qualifications
Working knowledge of personal and small business needs
Experience in consultative customer service or sales