Retail Relationship Banker

BMO

Milwaukee, WI, United States
$41,714.00 - $65,000.00; not specified; health ins...
Needs-based assessments
Financial solutions guidance
Customer transaction support
Delivers exceptional service to BMO customers and prospects, identifying needs and providing advice on financial solutions

Job Summary

  • Delivers exceptional service to BMO customers and prospects, identifying needs and providing advice on financial solutions.
  • Engages customers to identify financial solutions and preferred banking channels, recommending tailored solutions for everyday banking, investments, lending, and small business.
  • BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

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

Salary

$41,714.00 - $65,000.00; Not specified; health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans

Skills & Requirements

Must-have

  • Needs-based assessments
  • Financial solutions guidance
  • Customer transaction support
  • Risk management framework application
  • Ethical requirements adherence

Nice-to-have

  • Drive to deliver personal customer experience
  • Collaborative and versatile team member
  • Creative problem-solving aptitude
  • Passion for helping customers

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Appropriate lending qualifications
  • Working knowledge of personal and small business needs
  • Experience in financial services is an asset
  • Federal registration with NMLS (US Only)

Work Rights

Not specified

Tailored Resume

Cover Letter