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Retail Relationship Banker

BMO Financial

Corcoran, CA
3 days ago
$41,714.00 - $69,000.00

Job Description

Join BMO as a Retail Relationship Banker, where you'll deliver exceptional service and financial advice to customers, fostering loyalty and growth. Collaborate with a dynamic team to meet customer needs and achieve business objectives while ensuring compliance with regulations.

Key Responsibilities

  • Deliver exceptional service to customers and prospects
  • Identify customer needs and provide financial solutions
  • Engage customers to grow BMO’s business and build relationships
  • Make credit recommendations for personal lending transactions
  • Ensure compliance with legal and regulatory requirements

Required Qualifications

  • 2 - 3 years of relevant experience
  • Post-secondary degree in related field or equivalent combination of education and experience
  • Appropriate lending qualifications and designations
  • Working knowledge of personal and small business customer needs and solutions
  • Experience in a consultative customer service or sales role

Preferred Qualifications

  • Experience in financial services
  • Confident in the use of social media, tablets, smartphones, online tools, and applications
  • Passionate commitment to helping customers

Benefits & Perks

Health insuranceTuition reimbursementAccident and life insuranceRetirement savings plans