Personal Banking & Lending Relationship Advisor

BMO U.S.; Tracy (CA); Presencial; USD 43 000 - 75 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Resumo da oferta

BMO U.S. in Tracy, CA is seeking a Branch Banking Specialist who delivers exceptional service, identifies customer needs, and provides tailored financial solutions across everyday banking, lending, and small business needs.

You will engage customers in person and through partners to grow loyalty and meet branch goals. The role requires 2–3 years of relevant experience or an equivalent education, knowledge of personal banking products, and the ability to comply with regulatory requirements while

Qualificações

• 2–3 years of relevant experience and post-secondary degree in related field desirable or an equivalent combination of education and experience.
• U.S. Only: This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry.

Responsabilidades

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs.

Descrição da oferta de emprego

BMO U.S. in Tracy, CA is seeking a Branch Banking Specialist who delivers exceptional service, identifies customer needs, and provides tailored financial solutions across everyday banking, lending, and small business needs.

You will engage customers in person and through partners to grow loyalty and meet branch goals. The role requires 2–3 years of relevant experience or an equivalent education, knowledge of personal banking products, and the ability to comply with regulatory requirements while