Retail Relationship Banker

BMO

Saratoga, CA, United States
$50,100.00 - $82,800.00; not specified; health ins...
Customer needs assessment
Financial solutions guidance
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 reaching out, generating appointments, and building new relationships within the community.
  • BMO is committed to working with and providing reasonable accommodations to individuals with disabilities.

Matching Summary

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

Salary

$50,100.00 - $82,800.00; Not specified; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • customer needs assessment
  • financial solutions guidance
  • proactive customer engagement
  • digital and self-serve options
  • risk management framework application
  • credit recommendations for personal lending

Nice-to-have

  • drive to deliver personal experience
  • thrive in consultative sales
  • resourceful self-starter
  • creative problem-solving aptitude
  • uphold highest ethical requirements

Key Requirements

  • 2-3 years relevant experience
  • post-secondary degree desirable
  • appropriate lending qualifications
  • working knowledge of personal and small business needs
  • experience in financial services is an asset
  • Federal registration with NMLS&R (US)

Work Rights

Not specified

Tailored Resume

Cover Letter