Retail Relationship Banker

BMO

Concord, CA, United States
Base: $45,900.00 - $75,900.00; bonus/equity: commi...
Exceptional customer service delivery
Financial solutions guidance
Needs-based customer assessments
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

Base: $45,900.00 - $75,900.00; Bonus/Equity: Commission structure possible; Benefits: Health insurance, tuition reimbursement, insurance, retirement savings

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • Financial solutions guidance
  • Needs-based customer assessments
  • Proactive customer engagement
  • Risk management framework application

Nice-to-have

  • Drive to deliver personal experience
  • Collaborative team player
  • Creative problem-solving aptitude
  • Thrive in consultative sales environment

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Appropriate lending qualifications
  • Working knowledge of personal/small business needs
  • Experience in financial services is an asset
  • Federal registration with NMLS&R (US)

Work Rights

Federal registration with NMLS&R

Tailored Resume

Cover Letter