Retail Relationship Banker

BMO

Urbandale, IA, United States
Base: $41,714.00 - $65,000.00; bonus/equity: may i...
Exceptional customer service delivery
Identify customer financial needs
Provide financial solutions advice
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

Base: $41,714.00 - $65,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, insurance, retirement savings plans

Skills & Requirements

Must-have

  • exceptional customer service delivery
  • identify customer financial needs
  • provide financial solutions advice
  • collaborate with branch partners
  • proactive customer engagement
  • needs-based assessments
  • risk management framework application

Nice-to-have

  • drive to deliver personal experience
  • thrive in consultative sales
  • resourceful self-starter
  • 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&R (U.S. Only)

Work Rights

Not specified

Tailored Resume

Cover Letter