Retail Relationship Banker

BMO

Frisco, CO, United States
$41,714.00 - $69,000.00; 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 complete needs assessments, recommending tailored solutions for everyday banking, investments, lending, and small business.
  • Acts as a key member of a collaborative branch and market team, contributing to business results and customer experience improvements.

Matching Summary

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

Salary

$41,714.00 - $69,000.00; Not specified; Health insurance, tuition reimbursement, insurance, retirement savings plans

Skills & Requirements

Must-have

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

Nice-to-have

  • Proactive customer engagement
  • Creative customer experience approaches
  • Ethical industry requirements adherence
  • Financial services marketplace awareness

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Appropriate lending qualifications
  • Working knowledge of personal/small business needs
  • Working knowledge of retail investments/lending
  • Experience in financial services is an asset
  • Confident use of digital tools
  • Consultative customer service/sales experience
  • Federal registration with NMLS (US)

Work Rights

Not specified

Tailored Resume

Cover Letter