Retail Relationship Banker

BMO

Waukesha, WI, United States
$41,714.00 - $65,000.00; not specified; health ins...
Exceptional customer service delivery
Identify customer financial needs
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 complete needs assessments, recommending tailored solutions for everyday banking, investments, lending, and small business.
  • 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 - $65,000.00; Not specified; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • Identify customer financial needs
  • Proactive customer engagement
  • Needs-based financial assessments
  • Risk management framework application
  • Collaborative branch team member

Nice-to-have

  • Drive to deliver personal experience
  • Thrive in consultative sales
  • Resourceful self-starter
  • Creative problem-solving aptitude
  • Passion for helping customers

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Appropriate lending qualifications
  • Working knowledge of personal banking solutions
  • Experience in financial services an asset
  • Federal registration with NMLS (U.S. Only)

Work Rights

Not specified

Tailored Resume

Cover Letter