Retail Relationship Banker

BMO

Santa Barbara, CA, United States
Base: $41,714.00 - $69,000.00; bonus/equity: commi...
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 identify financial solutions and preferred banking channels, recommending tailored solutions for sales and service needs.
  • BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, 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 - $69,000.00; Bonus/Equity: Commission structure may apply; 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

  • Bilingual in Spanish and English
  • Collaborative branch team member
  • Creative problem-solving approach
  • Passion for helping customers

Key Requirements

  • 2-3 years of 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 (US Only)

Work Rights

Not specified

Tailored Resume

Cover Letter