Retail Relationship Banker

BMO

Ceres, CA, United States
Base: $41,714.00 - $69,000.00; bonus/equity: not s...
Exceptional customer service delivery
Financial solutions guidance
Needs-based customer assessments
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.
  • Takes measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role.

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: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • Financial solutions guidance
  • Needs-based customer assessments
  • Proactive customer engagement
  • Risk management framework application

Nice-to-have

  • Collaborative branch team member
  • Creative customer experience approaches
  • Uphold ethical industry requirements
  • Thrive in consultative sales environment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter