Retail Relationship Banker

BMO

Novato, CA, United States
Base: $45,900.00 - $75,900.00; bonus/equity: may i...
Needs-based financial assessments
Retail investments and lending products
Customer relationship management
Delivers exceptional service by identifying customer needs and providing tailored financial advice and solutions to grow loyalty and business opportunities

Job Summary

  • Delivers exceptional service by identifying customer needs and providing tailored financial advice and solutions to grow loyalty and business opportunities.
  • Supports customer transactions, manages credit recommendations, and ensures compliance with risk management and regulatory policies to protect the Bank’s assets.
  • Offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Delivers exceptional service by identifying customer needs and providing tailored financial advice and solutions to grow loyalty and business opportunities.

Salary

Base: $45,900.00 - $75,900.00; Bonus/Equity: May include commission and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Needs-based financial assessments
  • Retail investments and lending products
  • Customer relationship management
  • Risk management framework application
  • Consultative sales approach
  • Compliance with legal and regulatory requirements

Nice-to-have

  • Use of social media and digital tools
  • Strong interpersonal and communication skills
  • Team collaboration and versatility
  • Problem solving and creative thinking
  • Passionate customer commitment

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree or equivalent
  • Appropriate lending qualifications and designations
  • Registration to sell investment products (Canada only)
  • Federal registration for consumer loan origination (U.S. only)
  • Criminal background and credit history evaluation (U.S. only)

Work Rights

Federal registration and background checks required for U.S. candidates

Tailored Resume

Cover Letter