Retail Relationship Banker, Boulder

BMO Financial Group

Boulder, Colorado, United States
Base: $41,714.00 - $69,000.00; bonus/equity: $2,00...
Not specified (assumed to be flexible based on branch needs)
Consultative sales experience required
Knowledge of personal banking products
Understanding of retail investment products
BMO Financial Group is seeking a Retail Relationship Banker for its Boulder, Colorado branch, responsible for delivering exceptional customer service, identifying financial solutions, and fostering customer loyalty. The role emphasizes collaboration within the branch and community engagement, with a focus on personalized customer experiences

Job Summary

  • This role delivers exceptional service by identifying customer needs and providing tailored financial solutions to grow loyalty and business objectives.
  • The position offers a $2,000 sign-on bonus and requires adherence to strict risk management frameworks and regulatory compliance standards.
  • Candidates must possess strong analytical skills to make credit recommendations while ensuring accurate data entry and safeguarding customer assets.

Matching Summary

Match Score: 85

BMO Financial Group is seeking a Retail Relationship Banker for its Boulder, Colorado branch, responsible for delivering exceptional customer service, identifying financial solutions, and fostering customer loyalty. The role emphasizes collaboration within the branch and community engagement, with a focus on personalized customer experiences.

Salary

Base: $41,714.00 - $69,000.00; Bonus/Equity: $2,000 Sign-on Bonus; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Consultative sales experience required
  • Knowledge of personal banking products
  • Understanding of retail investment products
  • Ability to conduct needs-based assessments
  • Compliance with lending policies and regulations

Nice-to-have

  • Passionate commitment to helping customers
  • Resourceful self-starter with courage
  • Experience in financial services is an asset
  • Confident use of social media and digital tools
  • Strong interpersonal skills for building rapport

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Registration to sell investment products (Canada)
  • Federal registration for consumer loans (US)
  • Criminal background and credit history review

Work Rights

Not specified

Tailored Resume

Cover Letter