Relationship Banker: Personal Banking & Lending

BMO; Cedarburg (WI); Presencial; USD 41.000 - 66.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Tuition reimbursement

Retirement savings plans

Descripción de la vacante

BMO is seeking aRetail Banking Sales & Service professional to deliver exceptional customer service and assess needs for tailored financial solutions. The role requires engaging with customers and prospects, providing guidance on everyday banking, lending, and small business solutions while ensuring compliance with policies.

The position emphasizes proactive customer engagement, cross-channel collaboration, and a focus on risk management and accurate data entry in a fast-paced branch environment.

Formación

• 2–3 years of relevant experience or equivalent
• Post-secondary degree or higher education in related field
• Experience in financial services is an asset
• Knowledge of personal banking products and small business solutions

Responsabilidades

• Deliver exceptional service to customers and prospects.
• Identify customer needs and provide tailored financial solutions.
• Engage customers to complete needs assessments and grow loyalty.
• Make credit recommendations for personal lending, including home financing.
• Collaborate with branch team and partners to achieve targets and ensure compliant lending processes.

Conocimientos

Customer service

Needs-based selling

Relationship building

Communication

Team collaboration

Educación

Post-secondary degree

Herramientas

Social media tools

Tablets

Smartphones

Descripción del empleo

BMO is seeking aRetail Banking Sales & Service professional to deliver exceptional customer service and assess needs for tailored financial solutions. The role requires engaging with customers and prospects, providing guidance on everyday banking, lending, and small business solutions while ensuring compliance with policies.

The position emphasizes proactive customer engagement, cross-channel collaboration, and a focus on risk management and accurate data entry in a fast-paced branch environment.