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Retail Relationship Banker

BMO Financial

Kings Beach, CA
3 days ago
$41,715.00 - $67,000.00

Job Description

As a Retail Relationship Banker at BMO Financial, you will deliver exceptional service, assess customer needs, and provide tailored financial solutions. You'll engage with customers to grow relationships and ensure compliance with regulations, all while being part of a collaborative team focused on achieving business objectives.

Key Responsibilities

  • Deliver exceptional service to customers and prospects
  • Conduct needs assessments to identify financial solutions
  • Engage customers to grow BMO’s business
  • Make credit recommendations for personal lending transactions
  • Collaborate with branch and market teams
  • 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
  • Registration to sell investment products (Canada only)
  • 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 and digital tools
  • Strong interpersonal skills
  • Analytical and problem solving skills

Benefits & Perks

Health insuranceTuition reimbursementAccident and life insuranceRetirement savings plans