Retail Relationship Banker

BMO

Gardena, CA, United States
$41,714.00 - $69,000.00; salaried; health insuranc...
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 building new relationships and offering tailored solutions for banking, investments, and lending.
  • BMO offers a total compensation package that may include performance-based incentives, bonuses, health insurance, tuition reimbursement, and retirement savings plans.

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; Salaried; Health insurance, tuition reimbursement, accident and life insurance, and 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 problem-solving
  • Thrive in consultative sales
  • Passion for customer success

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Investment product registration (Canada)
  • Lending qualifications and designations
  • Working knowledge of personal/small business needs
  • Experience in financial services is an asset
  • US: Federal registration with NMLS & Registry

Work Rights

Not specified

Tailored Resume

Cover Letter