Retail Relationship Banker

BMO U.S.; California; On-site; USD 41,000 - 67,000; Full time

Job summary

An established industry player is seeking a Retail Relationship Banker to provide exceptional service and financial advice to customers. In this full-time role, you will engage with clients, assess their needs, and recommend tailored financial solutions. Your contributions will enhance customer loyalty and drive business success. Join a forward-thinking organization that values diversity and inclusion, and offers a supportive environment for professional growth. If you have strong interpersonal skills and a passion for helping others, this opportunity is perfect for you.

Qualifications

• 2-3 years of experience in financial services or customer service.
• Relevant licensing for lending and investment products.

Responsibilities

• Deliver exceptional service and financial advice to customers.
• Collaborate with branch teams to enhance customer experience.

Skills

Interpersonal Skills

Communication Skills

Problem-Solving Skills

Customer Service

Sales Experience

Digital Tools Proficiency

Education

Post-Secondary Degree

Job description

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Responsibilities

1. Deliver exceptional service to BMO customers and prospects, identifying needs and providing financial advice and guidance.
2. Collaborate within the branch and with BMO partners to enhance customer experience and meet business objectives.
3. Proactively engage with customers to assess needs, grow loyalty, and identify opportunities.
4. Assist customers with needs assessments, recommend tailored financial solutions, and promote digital banking options.
5. Support customer transactions and develop new relationships within the community.
6. Ensure compliance with legal and regulatory requirements, including risk management and credit recommendations.
7. Maintain current knowledge of banking products, legal requirements, and market trends.
8. Report suspicious activities and contribute to the overall branch success.

Qualifications

• Typically 2-3 years of relevant experience and a post-secondary degree or equivalent.
• Relevant licensing and qualifications for lending and investment products.
• Experience in financial services, customer service, or sales roles.
• Strong interpersonal, communication, and problem-solving skills.
• Comfort with digital tools and social media.

Additional Details

• Salary range: $41,715.00 - $67,000.00
• Full-time, salaried position with potential bonuses and benefits.
• Location: U.S., with flexibility for multiple branches based on needs.
• Equal opportunity employer committed to diversity and inclusion.

For more information, visit BMO Careers.