Retail Relationship Banker

BMO

Menomonee Falls, WI, United States
Base: $41,714.00 - $65,000.00; bonus/equity: may i...
Delivers exceptional service
Identifies customer needs
Provides financial solutions
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 - $65,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, retirement savings plans

Skills & Requirements

Must-have

  • delivers exceptional service
  • identifies customer needs
  • provides financial solutions
  • needs-based assessments
  • risk management framework

Nice-to-have

  • collaborative and versatile team
  • creative approaches
  • ongoing improvement
  • social media, tablets, Smart phones

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter