Retail Relationship Banker

BMO

La Jolla, CA, United States
$41,714.00 - $69,000.00; not specified; health ins...
Exceptional customer service delivery
Needs-based financial assessments
Proactive customer engagement
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 building new relationships and offering tailored solutions for everyday banking, investments, and lending.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans as part of its total compensation package.

Matching Summary

Delivers exceptional service to BMO customers and prospects, identifying needs and providing guidance on financial solutions.

Salary

$41,714.00 - $69,000.00; Not specified; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional customer service delivery
  • Needs-based financial assessments
  • Proactive customer engagement
  • Digital and self-serve options
  • Risk management framework application
  • Collaborative branch team member

Nice-to-have

  • Creative problem-solving approach
  • Drive to deliver personal experience
  • Passion for helping customers
  • Thrive in consultative sales

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter