Retail Relationship Banker

BMO

Mequon, WI, United States
Base: $41,714.00 - $65,000.00; bonus/equity: not s...
On-site
Exceptional customer service
Needs-based financial assessments
Proactive customer engagement
BMO is seeking a Retail Relationship Banker for their Mequon, WI location, focused on delivering exceptional customer service by identifying financial needs and providing tailored banking solutions. The role requires collaboration within the branch and with various partners to enhance customer experiences and achieve business objectives

Job Summary

  • Delivers exceptional service to BMO customers and prospects by identifying needs and providing guidance on financial solutions.
  • Proactively engages with existing customers and prospects through needs-based assessments to grow loyalty and identify opportunities.
  • Acts as a key member of a collaborative and versatile branch and market team, contributing to business results and the overall customer experience.

Matching Summary

Match Score: 75

BMO is seeking a Retail Relationship Banker for their Mequon, WI location, focused on delivering exceptional customer service by identifying financial needs and providing tailored banking solutions. The role requires collaboration within the branch and with various partners to enhance customer experiences and achieve business objectives.

Salary

Base: $41,714.00 - $65,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer service
  • Needs-based financial assessments
  • Proactive customer engagement
  • Risk management framework application
  • Collaborative team member

Nice-to-have

  • Drive to deliver personal customer experience
  • Resourceful self-starter
  • Creative problem-solving
  • Thrive in consultative sales environment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter