Personal Banking Relationship Advisor

Bank N.A.

Verona (WI)

On-site

USD 25,000 - 34,000

Full time

8 days ago

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Bank N.A. in Verona, WI is seeking a Retail Banking Sales & Service representative to deliver exceptional service and identify customer needs.

You will provide advice on financial solutions, assist with everyday banking, lending, and digital options, and engage with customers to grow relationships within the community. Join a collaborative branch team, handle risk and compliance requirements, and contribute to a high-quality customer experience with a focus on personalized service and data

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.
Registration to sell investment products completed - as appropriate for the jurisdiction (Canada).
Appropriate lending qualifications and designations.
Working knowledge of personal and small business customer needs and solutions.
Working knowledge of retail investments and lending products.
Experience in financial services is an asset.
Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.

Responsibilities

Delivers exceptional service to BMO customers and prospects; identifies customer needs and provides advice and guidance.
Takes a lead in engaging with existing customers and prospects by providing needs-based assessments.
Engages customers to complete needs assessments that identify financial solutions and preferred banking channels.
Offers clients advice on digital and self-serve options to make banking easy, simple, and fast.
Supports customer transactions needs based on customer traffic.
Engages customers to grow BMO's business by generating appointments and building relationships.
Ensures data entry accuracy and lending recommendations in compliance with policies and regulations.
Applies risk management framework to protect assets and maintain portfolio quality.
Makes credit recommendations for personal lending transactions, including home financing.
Acts as a key member of the branch and market team.
Probes to understand personal banking and credit card needs and integrates marketing promotions.
Organizes work information to ensure accuracy and completeness.
May work at multiple branches or through various channels; schedule may vary.
Follows risk and compliance processes to safeguard customer assets and privacy.
Keeps current with the wider financial services marketplace and regulatory environment.
Maintains knowledge of personal banking products and trends.