Retail Relationship Banker

BMO

Park Ridge, IL, United States
Base: $41,714.00 - $69,000.00; bonus/equity: may i...
Exceptional customer service delivery
Financial solution guidance
Needs-based customer assessments
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 complete needs assessments, recommending tailored solutions for everyday banking, investments, lending, and small business.
  • Takes a lead in proactively engaging with existing customers and prospects to grow loyalty and identify opportunities.

Matching Summary

Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.

Salary

Base: $41,714.00 - $69,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • Financial solution guidance
  • Needs-based customer assessments
  • Proactive customer engagement
  • Risk management framework application
  • Ethical conduct and compliance

Nice-to-have

  • Collaborative branch team member
  • Creative problem-solving approach
  • Continuous improvement mindset
  • Adaptable to schedule changes

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Appropriate lending qualifications
  • Working knowledge of personal and small business customer needs
  • Experience in consultative customer service or sales role
  • Federal registration with NMLS (US Only)

Work Rights

Not specified

Tailored Resume

Cover Letter