Retail Relationship Banker

BMO

Anaheim, CA, United States
Base: $41,714.00 - $69,000.00; bonus/equity: commi...
Customer needs assessment
Financial solutions guidance
Proactive customer engagement
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, identifying financial solutions and recommending tailored options for sales and service needs.
  • Follows through on risk and compliance processes and policies to ensure safeguarding of customer assets and privacy.

Matching Summary

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

Salary

Base: $41,714.00 - $69,000.00; Bonus/Equity: Commission structure possible; Benefits: Health insurance, tuition reimbursement, retirement savings plans

Skills & Requirements

Must-have

  • customer needs assessment
  • financial solutions guidance
  • proactive customer engagement
  • credit recommendations
  • risk management framework application
  • digital and self-serve options advice

Nice-to-have

  • creative customer experience approaches
  • collaboration within branch
  • community relationship building
  • thrive in consultative sales
  • resourceful self-starter

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
  • Confident use of digital tools
  • Federal registration with NMLS (US)

Work Rights

Not specified

Tailored Resume

Cover Letter