Retail Relationship Banker

BMO

West Allis, WI, United States
$41,714.00 - $65,000.00; not specified; health ins...
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Needs-based assessments
Financial solutions advice
Customer engagement
** BMO is seeking a Retail Relationship Banker in West Allis, WI, to provide exceptional customer service and identify financial solutions tailored to clients' needs. The ideal candidate will have experience in retail banking, strong interpersonal skills, and the ability to thrive in a collaborative environment. **

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.
  • Acts as a key member of a collaborative branch and market team, contributing to business results and overall customer experience.

Matching Summary

Match Score: 75

** BMO is seeking a Retail Relationship Banker in West Allis, WI, to provide exceptional customer service and identify financial solutions tailored to clients' needs. The ideal candidate will have experience in retail banking, strong interpersonal skills, and the ability to thrive in a collaborative environment. **

Salary

$41,714.00 - $65,000.00; Not specified; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans.

Skills & Requirements

Must-have

  • Needs-based assessments
  • Financial solutions advice
  • Customer engagement
  • Risk management framework
  • Credit recommendations

Nice-to-have

  • Proactive customer outreach
  • Digital channel promotion
  • Community relationship building
  • Creative customer experience

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree or equivalent
  • Working knowledge of personal and small business customer needs
  • Experience in consultative customer service or sales

Work Rights

Not specified

Tailored Resume

Cover Letter