Retail Relationship Banker

BMO

Kenosha, WI, United States
$41,714.00 - $65,000.00; not specified; health ins...
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.
  • BMO offers 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

$41,714.00 - $65,000.00; Not specified; 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
  • Digital and self-serve options advice

Nice-to-have

  • Collaborative branch team member
  • Creative problem-solving approach
  • Continuous customer experience improvement
  • Ethical industry requirements adherence
  • Social media and online tools proficiency

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
  • Federal registration with NMLS (US)

Work Rights

Not specified

Tailored Resume

Cover Letter