Retail Relationship Banker

BMO

Janesville, WI, United States
Base: $41,714.00 - $65,000.00; bonus/equity: may i...
Customer needs assessment
Financial solutions advice
Proactive customer engagement
Delivers exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions

Job Summary

  • Delivers exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions.
  • Engages customers to complete needs assessments, identifying financial solutions and preferred banking channels while recommending tailored solutions.
  • BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Delivers exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions.

Salary

Base: $41,714.00 - $65,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, insurance, retirement savings plans

Skills & Requirements

Must-have

  • customer needs assessment
  • financial solutions advice
  • proactive customer engagement
  • risk management framework
  • credit granting principles

Nice-to-have

  • collaborative team environment
  • creative problem solving
  • digital banking options
  • community relationship building

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Appropriate lending qualifications
  • Working knowledge of customer needs
  • Experience in financial services is an asset
  • Federal registration with NMLS (US)

Work Rights

Not specified

Tailored Resume

Cover Letter