Retail Relationship Banker

BMO

Midlothian, IL, United States
Base: $41,714.00 - $69,000.00; bonus/equity: may i...
Deliver exceptional customer service
Identify customer financial needs
Provide financial solutions advice
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: $41,714.00 - $69,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • deliver exceptional customer service
  • identify customer financial needs
  • provide financial solutions advice
  • collaborate with BMO partners
  • proactively engage customers and prospects
  • address customer transactions needs

Nice-to-have

  • drive to deliver personal experience
  • resourceful self-starter
  • courage and confidence to approach customers
  • passion for helping customers

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Appropriate lending qualifications
  • Working knowledge of personal and small business needs
  • Working knowledge of retail investments and lending
  • Experience in financial services is an asset
  • Experience in consultative customer service or sales
  • Federal registration with NMLS (US)

Work Rights

Not specified

Tailored Resume

Cover Letter