Retail Relationship Banker

BMO

Ninth Street, United States
Base: $41,714.00 - $69,000.00; bonus/equity: may i...
Exceptional customer service delivery
Financial solution 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 complete needs assessments, recommending tailored solutions for everyday banking, investments, lending, and small business needs.
  • BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

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

Salary

Base: $41,714.00 - $69,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • Financial solution guidance
  • Needs-based customer assessments
  • Digital and self-serve options
  • Risk management framework application
  • Collaborative branch team member

Nice-to-have

  • Proactive customer engagement
  • Creative problem-solving
  • Thrive in consultative sales
  • Resourceful self-starter

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Investment product registration (Canada)
  • Lending qualifications and designations
  • Working knowledge of personal/small business needs
  • Working knowledge of retail investments/lending
  • Experience in financial services is an asset
  • Experience with social media and online tools
  • Consultative customer service/sales experience
  • U.S. loan originator registration (SAFE Act)

Work Rights

Not specified

Tailored Resume

Cover Letter