Relationship Banker: Personal Finance Advisor & Growth

BMO; South Milwaukee (WI); Vor Ort; USD 42.000 - 66.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Zusammenfassung

BMO Financial Group is seeking a Retail Banking Sales & Service professional to deliver exceptional customer service and guidance on financial solutions that best fit clients’ needs. You will collaborate with branch teammates and partners to grow loyalty, handle credit requests, and promote digital options for a convenient banking experience.

The role focuses on recommending tailored everyday banking, lending, and small business solutions, while maintaining risk controls and regulatory

Qualifikationen

• 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.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.

Aufgaben

• Delivers exceptional service to customers and prospects and provides guidance on financial solutions.
• Engages customers to complete needs assessments to grow loyalty and identify opportunities.
• Proactively engages with customers and prospects, arranging appointments and building relationships within the community.
• Ensures compliance with legal, regulatory, and lending policies while making lending recommendations.

Kenntnisse

Customer service

Sales experience

Financial solutions

Communication skills

Problem solving

Ausbildung

Post-secondary degree in related field

Tools

Tablets

Smartphones

Online tools

Social media

Jobbeschreibung

BMO Financial Group is seeking a Retail Banking Sales & Service professional to deliver exceptional customer service and guidance on financial solutions that best fit clients’ needs. You will collaborate with branch teammates and partners to grow loyalty, handle credit requests, and promote digital options for a convenient banking experience.

The role focuses on recommending tailored everyday banking, lending, and small business solutions, while maintaining risk controls and regulatory