Retail Relationship Banker

BMO

Redwood City, CA, United States
$50,100.00 - $82,800.00; salaried; health insuranc...
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Needs-based assessments
Financial solutions guidance
Customer transaction support
** BMO is seeking a Retail Relationship Banker for its Redwood City, CA location, focusing on delivering exceptional customer service and providing tailored financial solutions. The ideal candidate should have 2-3 years of relevant experience, strong interpersonal skills, and ideally be bilingual in English and Spanish. **

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 generating appointments and building new relationships within the community.
  • Follows through on risk and compliance processes and policies to ensure safeguarding of customer assets and privacy.

Matching Summary

Match Score: 75

** BMO is seeking a Retail Relationship Banker for its Redwood City, CA location, focusing on delivering exceptional customer service and providing tailored financial solutions. The ideal candidate should have 2-3 years of relevant experience, strong interpersonal skills, and ideally be bilingual in English and Spanish. **

Salary

$50,100.00 - $82,800.00; Salaried; Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans

Skills & Requirements

Must-have

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

Nice-to-have

  • Bilingual in English and Spanish
  • Proactive customer engagement
  • Digital and self-serve options advice
  • Community relationship building
  • Creative customer experience approaches

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Appropriate lending qualifications
  • Working knowledge of personal and small business needs
  • Experience in consultative customer service or sales

Work Rights

Not specified

Tailored Resume

Cover Letter