Retail Relationship Banker

BMO

Tempe, AZ, United States
$41,714.00 - $65,000.00; not specified; health ins...
Needs-based assessments
Financial solutions
Customer transactions needs
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 grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
  • BMO offers 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 guidance 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
  • customer transactions needs
  • risk management framework
  • lending application recommendations
  • digital and self-serve options

Nice-to-have

  • creative approaches
  • personal customer experience
  • collaborative and versatile team
  • proactively engaging customers
  • social media savvy

Key Requirements

  • 2-3 years of relevant experience
  • post-secondary degree desirable
  • appropriate lending qualifications
  • working knowledge of personal and small business customer needs
  • working knowledge of retail investments and lending products
  • experience in financial services is an asset
  • consumer loans originator
  • Federal registration with NMLS&R

Work Rights

Not specified

Tailored Resume

Cover Letter