De Novo Retail Relationship Builder

BMO U.S.; San Francisco (CA); On-site; USD 50,100 - 82,800; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Job summary

BMO U.S. is seeking a Retail Relationship Banker to join its DeNovo branch expansion in San Francisco. This role involves launching new locations, shaping team culture, and driving client growth from the start. You'll engage with customers to assess their banking needs, provide tailored financial solutions, and collaborate with BMO partners for optimal customer experiences.

Qualifications include 2-3 years of experience, a relevant degree, and strong customer service skills. Benefits offered include health insurance and tuition reimbursement.

Qualifications

• 2-3 years of relevant experience preferred.
• Working knowledge of personal and small business solutions.
• Confident in using social media and online tools.

Responsibilities

• Engage customers for needs assessments to identify banking solutions.
• Provide advice on digital and self-serve banking options.
• Support customer transactions and build community relationships.

Skills

Customer service

Sales

Networking

Problem solving

Education

Post-secondary degree in related field

Job description

BMO U.S. is seeking a Retail Relationship Banker to join its DeNovo branch expansion in San Francisco. This role involves launching new locations, shaping team culture, and driving client growth from the start. You'll engage with customers to assess their banking needs, provide tailored financial solutions, and collaborate with BMO partners for optimal customer experiences.

Qualifications include 2-3 years of experience, a relevant degree, and strong customer service skills. Benefits offered include health insurance and tuition reimbursement.