Retail Relationship Banker, Lone Tree

BMO

Lone Tree, CO, United States
$41,714.00 - $69,000.00; not specified; health ins...
Customer needs assessment
Financial solutions guidance
Proactive customer engagement
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.
  • Takes the initiative to find creative approaches that make each customer’s experience feel personal and contributes to business results.

Matching Summary

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

Salary

$41,714.00 - $69,000.00; Not specified; health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • customer needs assessment
  • financial solutions guidance
  • proactive customer engagement
  • risk management framework application
  • credit recommendations
  • digital and self-serve options advice

Nice-to-have

  • drive to deliver personal experience
  • resourceful self-starter
  • creative problem solving
  • uphold ethical requirements

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter