Base: $41,714.00 - $69,000.00; bonus/equity: not s...
On-site
Needs-based assessments
Tailored financial solutions
Digital and self-serve options
BMO is seeking a Retail Relationship Banker in Rowland Heights, CA, to deliver exceptional customer service and provide tailored financial solutions. The role emphasizes proactive engagement with customers, collaborative teamwork, and adherence to regulatory compliance within a fast-paced banking environment
Job Summary
Delivers exceptional service to BMO customers and prospects by 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.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
Matching Summary
Match Score: 85
BMO is seeking a Retail Relationship Banker in Rowland Heights, CA, to deliver exceptional customer service and provide tailored financial solutions. The role emphasizes proactive engagement with customers, collaborative teamwork, and adherence to regulatory compliance within a fast-paced banking environment.
Salary
Base: $41,714.00 - $69,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
needs-based assessments
tailored financial solutions
digital and self-serve options
customer transactions
community engagement
risk management framework
credit recommendations
personal banking products
ethical requirements
Nice-to-have
proactive customer engagement
creative customer experiences
contribute to business results
collaborative team environment
flexible work schedule
Key Requirements
2-3 years of relevant experience
Post-secondary degree desirable or equivalent combination of education and experience
Appropriate lending qualifications and designations
Working knowledge of personal and small business customer needs and solutions
Working knowledge of retail investments and lending products
Experience in a consultative customer service or sales role
Federal registration with the Nationwide Mortgage Licensing System and Registry (U.S. Only)