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Retail Relationship Banker

BMO Financial

Beatrice, NE
5 days ago
$41,715.00 - $55,000.00

Job Description

Join BMO Financial as a Retail Relationship Banker where you'll provide exceptional service and tailored financial solutions to customers. Collaborate with team members to enhance customer experiences and drive business success while ensuring compliance with regulations.

Key Responsibilities

  • Deliver exceptional service to customers and prospects
  • Identify customer needs and provide financial advice
  • Engage with customers to grow loyalty and business
  • Conduct needs assessments for tailored financial solutions
  • 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 education and experience
  • Appropriate lending qualifications and designations
  • Working knowledge of personal and small business customer needs and solutions
  • Working knowledge of retail investments and lending products
  • Consultative customer service or sales experience

Preferred Qualifications

  • Experience in financial services
  • Confident use of social media and online tools

Benefits & Perks

Health insuranceTuition reimbursementAccident and life insuranceRetirement savings plans