Relationship Banker - Personal Banking & Lending

BMO Harris Bank; Ceres (CA); In loco; USD 43.000 - 75.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Descrizione del lavoro

BMO Harris Bank is seeking a customer-focused professional in Retail Banking Sales & Service. You will deliver exceptional service, identify customer needs, and guide them toward financial solutions across everyday banking, lending, and investment options.

The role emphasizes proactive engagement, digital channel guidance, and strong collaboration with branch teams to grow relationships and meet business goals.

Competenze

• 2-3 years of relevant experience and a related post-secondary degree is desirable.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Familiarity with social media, tablets, smartphones, and online tools.

Mansioni

• Lead engagement with existing customers and prospects by providing needs-based assessments.
• Identify financial solutions and tailor recommendations addressing sales and service needs.
• Advise on digital and self-serve options to simplify banking.
• Support customer transactions and service needs based on traffic.
• Build relationships through appointments and community outreach.
• Ensure lending processes comply with policies and regulatory requirements.
• Apply risk management practices to protect assets and portfolio quality.
• Make credit recommendations for personal lending and home financing.
• Collaborate with branch and market teams to meet objectives.
• Personalize customer conversations and contribute to a positive experience.

Conoscenze

Needs-based assessments

Lending qualifications

Retail investments

Social media use

Tablets & smartphones

Online tools

Formazione

Post-secondary degree

Strumenti

Digital channels

Descrizione del lavoro

BMO Harris Bank is seeking a customer-focused professional in Retail Banking Sales & Service. You will deliver exceptional service, identify customer needs, and guide them toward financial solutions across everyday banking, lending, and investment options.

The role emphasizes proactive engagement, digital channel guidance, and strong collaboration with branch teams to grow relationships and meet business goals.