Retail Relationship Banker

BMO

Culver City, CA, United States
Base: $41,714.00 - $69,000.00; bonus/equity: may i...
Needs-based financial assessments
Retail investments and lending products
Customer relationship building
Delivers exceptional service to BMO customers and prospects by identifying needs and providing tailored financial advice and solutions

Job Summary

  • Delivers exceptional service to BMO customers and prospects by identifying needs and providing tailored financial advice and solutions.
  • Supports customer transactions, engages in proactive outreach, and contributes to business results while maintaining compliance with legal and regulatory requirements.
  • Offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

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

Salary

Base: $41,714.00 - $69,000.00; 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 building
  • Risk management and compliance
  • Consultative sales approach
  • Digital and self-serve banking options

Nice-to-have

  • Strong interpersonal skills
  • Resourceful self-starter
  • Team collaboration
  • Problem solving and analytical skills
  • Use of social media and online tools

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 with Nationwide Mortgage Licensing System (U.S. only)
  • Criminal background and credit history checks (U.S. only)

Work Rights

Federal registration and background checks required

Tailored Resume

Cover Letter