Retail Relationship Banker

BMO

Avon, IN, United States
$41,714.00 - $65,000.00; not specified; health ins...
Customer needs assessment
Financial solutions advice
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 reaching out, generating appointments, and building new relationships within the community.
  • 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

$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 advice
  • proactive customer engagement
  • risk management framework
  • lending policies and processes

Nice-to-have

  • drive to deliver personal experience
  • collaborative and versatile team
  • creative problem solving
  • thrive in consultative sales

Key Requirements

  • 2-3 years relevant experience
  • post-secondary degree desirable
  • appropriate lending qualifications
  • working knowledge of personal/small business needs
  • working knowledge of retail investments/lending
  • experience in financial services an asset
  • confident use of digital tools
  • experience in consultative customer service/sales

Work Rights

Federal registration with NMLS (Nationwide Mortgage Licensing System and Registry)

Tailored Resume

Cover Letter