Relationship Banker: Personal Finance & Lending Expert

BMO U.S.; Gilbert (AZ); In loco; USD 42.000 - 66.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Descrizione del lavoro

BMO Financial Group is seeking a customer-focused banking professional in the United States to deliver exceptional service, assess needs, and guide customers toward tailored financial solutions across everyday banking, lending, and investments. You will collaborate with branch teams and partners to meet business goals and uphold regulatory standards.

The role emphasizes proactive customer engagement, accurate data entry, and the ability to adapt to shifting schedules across branches to serve the

Competenze

• 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.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.

Mansioni

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Proactively engages with existing customers and prospects to grow loyalty and opportunities.
• Engages customers to complete needs assessments and recommends tailored solutions.
• Offers guidance on digital and self-serve options to make banking easy and fast.
• Takes risk and compliance into account in lending recommendations and processes.
• Acts as a key member of a collaborative branch and market team.

Conoscenze

Customer service

Sales ability

Communication

Interpersonal skills

Financial products knowledge

Formazione

Post-secondary degree

Strumenti

CRM systems

Descrizione del lavoro

BMO Financial Group is seeking a customer-focused banking professional in the United States to deliver exceptional service, assess needs, and guide customers toward tailored financial solutions across everyday banking, lending, and investments. You will collaborate with branch teams and partners to meet business goals and uphold regulatory standards.

The role emphasizes proactive customer engagement, accurate data entry, and the ability to adapt to shifting schedules across branches to serve the