Retail Relationship Banker

BMO

Gilroy, CA, United States
Base: $45,900.00 - $75,900.00; bonus/equity: not s...
On-site
Exceptional customer service
Financial solutions advice
Proactive customer engagement
BMO is seeking a Retail Relationship Banker in Gilroy, CA, to deliver outstanding customer service and provide tailored financial solutions to clients. The role emphasizes proactive engagement with customers, strong interpersonal skills, and a collaborative team environment

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 reaching out, generating appointments, and building new relationships within the community.
  • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.

Matching Summary

Match Score: 85

BMO is seeking a Retail Relationship Banker in Gilroy, CA, to deliver outstanding customer service and provide tailored financial solutions to clients. The role emphasizes proactive engagement with customers, strong interpersonal skills, and a collaborative team environment.

Salary

Base: $45,900.00 - $75,900.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer service
  • Financial solutions advice
  • Proactive customer engagement
  • Risk management framework application
  • Credit recommendations for personal lending

Nice-to-have

  • Bilingual in English and Spanish
  • Collaborative team player
  • Creative problem-solving
  • Adaptable to changing schedules

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree or equivalent
  • Appropriate lending qualifications
  • Working knowledge of personal and small business customer needs
  • Experience in financial services is an asset
  • Confident use of social media and digital tools

Work Rights

Not specified

Tailored Resume

Cover Letter