Relationship Banker: Personal Banking & Lending Expert

Bank of Montreal; Ripon (WI); On-site; USD 42,000 - 66,000; Full time

Job summary

Bank of Montreal in the United States is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and provide advice on financial solutions. You will engage customers to complete needs assessments, grow loyalty, and coordinate with branch teams and partners to achieve business objectives.

The role emphasizes a consultative sales approach, knowledge of personal banking products, and strong focus on risk-compliant service delivery within a

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.
• A U.S. Federal registration may be required for certain lending related activities and compliance with regulatory requirements.
• Knowledge of personal banking products, practices, and trends is advantageous.

Responsibilities

• Delivers exceptional service to customers and prospects, identifies needs, and provides advice on financial solutions.
• Engages customers to complete needs assessments and grow loyalty.
• Coordinates with branch and partners to deliver the customer experience and meet business objectives.

Skills

Customer service

Sales orientation

Communication

Problem solving

Adaptability

Education

Post-secondary degree or equivalent experience

Job description

Bank of Montreal in the United States is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and provide advice on financial solutions. You will engage customers to complete needs assessments, grow loyalty, and coordinate with branch teams and partners to achieve business objectives.

The role emphasizes a consultative sales approach, knowledge of personal banking products, and strong focus on risk-compliant service delivery within a