Retail Relationship Banker

BMO Financial Group

Fresno, California, United States
Base: $41,714.00 - $65,000.00; bonus/equity: may i...
Needs-based financial assessments
Retail investment and lending knowledge
Compliance with regulatory requirements
The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions that are in the best interests of customers

Job Summary

  • The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions that are in the best interests of customers.
  • Employees must apply the risk management framework to protect bank assets while making sound credit recommendations for personal lending transactions.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions that are in the best interests of customers.

Salary

Base: $41,714.00 - $65,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings

Skills & Requirements

Must-have

  • Needs-based financial assessments
  • Retail investment and lending knowledge
  • Compliance with regulatory requirements
  • Risk management framework application
  • Consultative sales and service approach

Nice-to-have

  • Passionate commitment to helping customers
  • Resourceful self-starter with courage
  • Ability to thrive in team environment
  • Creative approaches to customer experience
  • Strong interpersonal rapport building skills

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Investment product registration (Canada)
  • Federal mortgage licensing (US)
  • Criminal background review required

Work Rights

Not specified

Tailored Resume

Cover Letter