De Novo Relationship Banker: Launch New Branches & Grow

BMO; San Francisco (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is expanding its DeNovo branch network and seeks a Retail Relationship Banker who can deliver exceptional customer service, identify financial solutions, and build long-term client relationships in the San Francisco area.

You will engage customers, assess needs, and guide them through banking channels, lending options, and digital tools, while collaborating with branch teams to meet business goals.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Passionate commitment to helping our customers.
• Drive to deliver a personal customer experience.

Responsibilities

• Engages with existing customers and prospects by providing needs-based assessments to grow loyalty and identify opportunities.
• Identifies financial solutions and preferred banking channels while recommending tailored solutions for sales and service needs.
• Advises on digital and self-serve options to simplify banking for customers.
• Supports customer transactions and processes related to lending and credit.
• Builds relationships within the community to grow BMO's business.

Skills

Customer service

Needs assessment

Relationship building

Communication

Education

Post-secondary degree

Tools

Social media

Online tools

Job description

BMO is expanding its DeNovo branch network and seeks a Retail Relationship Banker who can deliver exceptional customer service, identify financial solutions, and build long-term client relationships in the San Francisco area.

You will engage customers, assess needs, and guide them through banking channels, lending options, and digital tools, while collaborating with branch teams to meet business goals.