Retail Relationship Banker

BMO

Dodgeville, 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, identifying needs and providing advice on financial solutions

Job Summary

  • Delivers exceptional service to BMO customers and prospects, identifying needs and providing advice 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 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
  • digital and self-serve options
  • risk management framework
  • credit granting principles

Nice-to-have

  • drive to deliver personal experience
  • thrive in consultative sales
  • resourceful self-starter
  • creative problem-solving aptitude

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter