Relationship Banker: Personal Banking & Lending Pro

BMO U.S.; Cupertino (CA); Presencial; USD 50.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Descripción de la vacante

BMO Financial Group in Cupertino, CA seeks a customer-focused lending professional to serve as an originator of consumer loans. You will assess customer needs, advise on financial solutions, and collaborate with branch teams to deliver a seamless experience.

You’ll build relationships, recommend home financing and other lending options, follow risk and compliance requirements, and contribute to growth targets.

Formación

• 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.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• 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, Smart phones, online tools, and applications.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Passionate commitment to helping our customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.

Responsabilidades

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs.
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
• Supports customer transactions needs based on customer traffic.
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.

Conocimientos

Needs-based assessments

Customer engagement

Sales mindset

Consultative selling

Educación

Post-secondary degree

Descripción del empleo

BMO Financial Group in Cupertino, CA seeks a customer-focused lending professional to serve as an originator of consumer loans. You will assess customer needs, advise on financial solutions, and collaborate with branch teams to deliver a seamless experience.

You’ll build relationships, recommend home financing and other lending options, follow risk and compliance requirements, and contribute to growth targets.