Retail Relationship Banker

BMO

Sun Prairie, WI, United States
$41,714.00 - $65,000.00; not specified; health ins...
Exceptional customer service delivery
Identify customer financial needs
Provide financial solutions advice
Delivers exceptional service to BMO customers and prospects, identifying needs and providing advice on financial solutions

Job Summary

  • Delivers exceptional service to BMO customers and prospects, identifying needs and providing advice on financial solutions.
  • Engages customers to complete needs assessments, recommending tailored solutions for everyday banking, investments, lending, and small business.
  • 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 advice 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
  • Identify customer financial needs
  • Provide financial solutions advice
  • Collaborate with branch partners
  • Proactive customer engagement
  • Needs-based customer assessments

Nice-to-have

  • Drive to deliver personal experience
  • Thrive in consultative sales
  • Resourceful self-starter
  • Courage and confidence to approach customers
  • Flexibly and creatively respond to challenges

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
  • Experience in financial services is an asset
  • Confident use of social media and online tools
  • Consultative customer service or sales experience
  • Federal registration with NMLS (US)

Work Rights

Not specified

Tailored Resume

Cover Letter