Retail Banking Relationship Specialist

BMO; Salt Lake City (UT); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Salt Lake City seeks an experienced Retail Banking Sales & Service professional. You will deliver exceptional service, identify customer needs, and propose tailored financial solutions across banking, investments, lending, and small business products.

Engage with customers to grow loyalty, promote digital channels, and work within a collaborative team to meet branch and market objectives while following risk and compliance policies.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field 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.
• 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.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Takes a lead in proactively engaging customers and growing loyalty.
• Engages customers to complete needs assessments for tailored banking solutions.
• Communicates available digital and self-serve options to simplify banking.
• Applies risk management framework to protect assets and ensure compliant lending.
• Acts as a key member of a collaborative branch and market team.

Skills

Customer service

Sales oriented

Communication skills

Analytical thinking

Problem solving

Team collaboration

Organizational skills

Verbal & written communication

Education

Post-secondary degree related field

Lending qualifications/designations

Canada investment product registration (optional)

Job description

BMO Financial Group in Salt Lake City seeks an experienced Retail Banking Sales & Service professional. You will deliver exceptional service, identify customer needs, and propose tailored financial solutions across banking, investments, lending, and small business products.

Engage with customers to grow loyalty, promote digital channels, and work within a collaborative team to meet branch and market objectives while following risk and compliance policies.