Retail Relationship Banker

BMO

San Jose, CA, United States
Base: $50,100.00 - $82,800.00; bonus/equity: may i...
Needs-based assessments
Financial solutions
Customer transactions
Delivers exceptional service to BMO customers and prospects, identifying needs and providing tailored financial solutions

Job Summary

  • Delivers exceptional service to BMO customers and prospects, identifying needs and providing tailored financial solutions.
  • Engages customers to grow BMO’s business by building new relationships and offering advice on a range of banking and lending products.
  • BMO offers a total compensation package that may include performance-based incentives, bonuses, health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

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

Salary

Base: $50,100.00 - $82,800.00; Bonus/Equity: May include commission structure; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • needs-based assessments
  • financial solutions
  • customer transactions
  • risk management framework
  • lending application recommendations
  • digital and self-serve options

Nice-to-have

  • creative approaches
  • collaborative and versatile team
  • wider financial services marketplace
  • social media, tablets, Smart phones

Key Requirements

  • 2-3 years relevant experience
  • post-secondary degree desirable
  • Canada: investment product registration
  • lending qualifications and designations
  • US: SAFE Act registration
  • criminal background review
  • credit history evaluation

Work Rights

Not specified

Tailored Resume

Cover Letter