Retail Relationship Banker

BMO

Sarasota, FL, 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 building new relationships within the community and offering tailored solutions.
  • 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

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • Identify customer financial needs
  • Provide financial solutions advice
  • Proactive customer engagement
  • Needs-based customer assessments
  • Risk management framework application

Nice-to-have

  • Collaborative branch team member
  • Creative customer experience approaches
  • Thrive in consultative sales
  • Resourceful self-starter
  • Flexible and creative problem solver

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter