Retail Relationship Banker

BMO

Manteca, CA, United States
Base: $41,714.00 - $69,000.00; bonus/equity: may i...
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 complete needs assessments, recommending tailored solutions for everyday banking, investments, lending, and small business needs.
  • BMO is driven by a shared Purpose: Boldly Grow the Good in business and life, creating lasting positive change for customers, communities, and people.

Matching Summary

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

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

  • 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

  • Bilingual in Spanish or Punjabi
  • Community relationship building
  • Creative customer experience approaches
  • Continuous improvement contribution

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Registration to sell investment products (Canada)
  • Appropriate lending qualifications
  • Working knowledge of personal/small business needs
  • Experience in financial services is an asset
  • Federal registration with NMLS (US)

Work Rights

Not specified

Tailored Resume

Cover Letter