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Retail Relationship Banker

BMO Financial

Prescott, AZ
4 days ago
$41,714.00 - $65,000.00

Job Description

As a Retail Relationship Banker at BMO Financial, you will provide exceptional service to customers, identifying their needs and offering tailored financial solutions. Collaborate with branch teams to enhance customer experiences while adhering to regulatory requirements and contributing to business growth.

Key Responsibilities

  • Deliver exceptional service to customers and prospects
  • Identify customer needs and provide financial solutions
  • Engage customers through needs assessments
  • Support customer transaction needs
  • Make credit recommendations for personal lending transactions
  • Maintain compliance with legal and regulatory requirements
  • Contribute to business results and overall branch experience

Required Qualifications

  • 2 - 3 years of relevant experience
  • Post-secondary degree in related field or equivalent experience
  • Appropriate lending qualifications and designations
  • Working knowledge of personal and small business customer needs and solutions
  • Experience in financial services is an asset

Preferred Qualifications

  • Confident in the use of social media, tablets, smartphones
  • Experience in a consultative customer service or sales role
  • Passionate commitment to helping customers
  • Strong interpersonal skills
  • Analytical and problem-solving skills

Benefits & Perks

Health insuranceTuition reimbursementAccident and life insuranceRetirement savings plans