Retail Relationship Banker

BMO

Broomfield, CO, United States
$41,714.00 - $69,000.00; not specified; health ins...
Customer needs assessment
Financial solutions advice
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.
  • 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 - $69,000.00; Not specified; health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans

Skills & Requirements

Must-have

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

Nice-to-have

  • creative customer experience
  • collaborative branch team
  • thrive in consultative sales
  • resourceful self-starter
  • passion for helping customers

Key Requirements

  • 2-3 years relevant experience
  • post-secondary degree desirable
  • appropriate lending qualifications
  • working knowledge of personal and small business needs
  • experience in financial services is an asset
  • experience in consultative customer service or sales

Work Rights

Federal registration with Nationwide Mortgage Licensing System and Registry required

Tailored Resume

Cover Letter