Retail Relationship Banker

BMO

Madison, WI, United States
$41,714.00 - $65,000.00; not specified; health ins...
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 grow BMO’s business by building new relationships and offering tailored solutions for various banking needs.
  • BMO offers a total compensation package that may include performance-based incentives, bonuses, health insurance, tuition reimbursement, 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, retirement savings plans

Skills & Requirements

Must-have

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

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/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