Retail Relationship Banker, Lone Tree

bmo

Lone Tree, Colorado, USA
Base: $41,714.00 - $69,000.00; bonus/equity: may i...
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Needs-based customer assessments
Financial solutions guidance
Customer transaction support
** BMO is seeking a Retail Relationship Banker for its Lone Tree branch, responsible for delivering exceptional customer service, identifying financial solutions, and growing customer loyalty. The ideal candidate will have relevant experience in consultative sales within financial services and will be able to collaborate effectively within a team. **

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 a total compensation package that may include performance-based incentives, discretionary bonuses, as well as other perks and rewards, in addition to health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

Match Score: 75

** BMO is seeking a Retail Relationship Banker for its Lone Tree branch, responsible for delivering exceptional customer service, identifying financial solutions, and growing customer loyalty. The ideal candidate will have relevant experience in consultative sales within financial services and will be able to collaborate effectively within a team. **

Salary

Base: $41,714.00 - $69,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Needs-based customer assessments
  • Financial solutions guidance
  • Customer transaction support
  • Risk management framework application
  • Credit recommendations for personal lending

Nice-to-have

  • Collaborative branch team member
  • Creative customer experience approaches
  • Proactive customer engagement
  • Digital and self-serve options advice

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Investment product registration (Canada)
  • Lending qualifications and designations
  • Personal and small business customer needs knowledge
  • Retail investments and lending products knowledge
  • Experience in financial services is an asset
  • Social media, tablets, smartphones, online tools experience
  • Consultative customer service or sales experience
  • Consumer loan originator (US)

Work Rights

Not specified

Tailored Resume

Cover Letter