Retail Relationship Banker

BMO

Oak Creek, WI, United States
Base: $41,714.00 - $65,000.00; bonus/equity: not s...
On-site
Needs-based assessments
Financial solutions guidance
Customer transaction support
BMO is seeking a Retail Relationship Banker for its Oak Creek, WI branch, focused on delivering exceptional customer service and identifying financial solutions that meet client needs. The ideal candidate will have relevant experience in retail banking and a commitment to fostering customer relationships

Job Summary

  • Delivers exceptional service to BMO customers and prospects by identifying needs and providing guidance on financial solutions.
  • Proactively engages with existing customers and prospects through needs-based assessments to grow loyalty and identify opportunities.
  • Acts as a key member of a collaborative and versatile branch and market team, contributing to business results and overall customer experience.

Matching Summary

Match Score: 85

BMO is seeking a Retail Relationship Banker for its Oak Creek, WI branch, focused on delivering exceptional customer service and identifying financial solutions that meet client needs. The ideal candidate will have relevant experience in retail banking and a commitment to fostering customer relationships.

Salary

Base: $41,714.00 - $65,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Needs-based assessments
  • Financial solutions guidance
  • Customer transaction support
  • Community relationship building
  • Risk management framework application
  • Credit recommendations

Nice-to-have

  • Proactive customer engagement
  • Digital channel advice
  • Creative customer experience
  • Marketplace awareness
  • Ethical conduct

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree desirable
  • Appropriate lending qualifications
  • Working knowledge of personal and small business customer needs
  • Experience in consultative customer service or sales

Work Rights

Not specified

Tailored Resume

Cover Letter