Retail Relationship Banker

BMO

Fox Point, WI, United States
$41,714.00 - $65,000.00; not specified; health ins...
Exceptional customer service delivery
Identify customer financial needs
Provide financial solutions advice
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

  • Exceptional customer service delivery
  • Identify customer financial needs
  • Provide financial solutions advice
  • Collaborate with branch partners
  • Proactive customer engagement
  • Needs-based customer assessments

Nice-to-have

  • Drive to deliver personal experience
  • Resourceful self-starter
  • Courage and confidence to approach customers
  • Thrive in consultative sales environment
  • Contribute to ongoing improvement

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
  • Registration to sell investment products (Canada only)
  • Federal registration with NMLS (U.S. Only)

Work Rights

Not specified

Tailored Resume

Cover Letter