Retail Relationship Banker

BMO

Wauwatosa, WI, United States
Base: $41,714.00 - $65,000.00; bonus/equity: not s...
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Needs-based assessments
Financial solutions guidance
Customer transaction support
** BMO is seeking a Retail Relationship Banker in Wauwatosa, WI, who will deliver exceptional customer service and identify financial solutions tailored to clients' needs. The role requires proactive engagement with customers to enhance loyalty and support their banking transactions, while also adhering to compliance and risk management protocols. **

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.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.

Matching Summary

Match Score: 75

** BMO is seeking a Retail Relationship Banker in Wauwatosa, WI, who will deliver exceptional customer service and identify financial solutions tailored to clients' needs. The role requires proactive engagement with customers to enhance loyalty and support their banking transactions, while also adhering to compliance and risk management protocols. **

Salary

Base: $41,714.00 - $65,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Needs-based assessments
  • Financial solutions guidance
  • Customer transaction support
  • Risk management framework application
  • Credit recommendations for personal lending

Nice-to-have

  • Proactive customer engagement
  • Digital and self-serve options advice
  • Community relationship building
  • Creative customer experience approaches

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree or equivalent
  • Appropriate lending qualifications
  • Working knowledge of personal and small business customer needs
  • Working knowledge of retail investments and lending products

Work Rights

Not specified

Tailored Resume

Cover Letter