Retail Relationship Banker

Bank of Montreal; Lincoln (NE); On-site; USD 41,000 - 55,000; Full time

Job summary

Join a forward-thinking company as a Retail Relationship Banker, where your exceptional customer service skills will shine. In this role, you'll engage with clients, assess their banking needs, and provide tailored financial solutions. Collaborate with a dynamic team to enhance customer experiences and drive business results. This position offers a chance to grow your career in a supportive environment that values innovation and personal development. If you're passionate about helping customers and making a positive impact, this is the perfect opportunity for you.

Qualifications

• 2-3 years of experience in financial services preferred.
• Knowledge of personal and small business banking solutions.

Responsibilities

• Engage with customers to assess needs and recommend financial solutions.
• Advise on digital banking options to enhance customer experience.

Skills

Customer Service

Sales Experience

Problem-Solving

Interpersonal Skills

Communication Skills

Education

Post-Secondary Degree

Tools

Social Media

Online Banking Tools

Job description

Retail Relationship Banker page is loaded

Retail Relationship Banker

Apply locations Lincoln, NE, USA
time type Full time
posted on Posted 10 Days Ago
job requisition id R250010714

Application Deadline: 05/29/2025

Address: 5700 Village Blvd.

Job Family Group: Retail Banking Sales & Service

Deliver exceptional service to BMO customers and prospects. Identify customer needs and provide advice and guidance on financial solutions that are in their best interests. Collaborate within the branch and with BMO partners to enhance customer experience and meet business goals.

Key Responsibilities:

1. Engage proactively with existing customers and prospects, conducting needs assessments to foster loyalty and identify opportunities.
2. Assist customers in completing needs assessments to recommend tailored financial solutions, including banking, investments, lending, and small business solutions.
3. Advise customers on digital and self-serve banking options to simplify their banking experience.
4. Support customer transactions based on traffic and needs.
5. Grow BMO’s business by reaching out, setting appointments, and building community relationships.
6. Address questions and resolve issues related to credit audits and quality checks, ensuring compliance with legal and regulatory standards.
7. Apply risk management principles to protect assets and maintain portfolio quality.
8. Make credit recommendations for personal loans and home financing, adhering to sound credit principles and bank policies.
9. Be a collaborative team member within the branch and market.
10. Understand customer banking and credit card needs, integrating marketing initiatives into conversations.
11. Organize work information for accuracy and completeness.
12. Innovate to personalize customer experiences and contribute to branch improvements.
13. Contribute to business results and overall branch performance.
14. Work at multiple branches as needed; schedule may vary weekly.
15. Follow risk and compliance policies to safeguard customer assets and privacy.
16. Stay informed about financial marketplace trends, legal and regulatory changes, and uphold ethical standards.
17. Maintain current knowledge of banking products and trends.
18. Report suspicious activity related to money laundering.
19. Comply with all legal and regulatory requirements.
20. Handle complex tasks and escalations as needed.
21. Analyze issues and determine appropriate next steps.

Qualifications:

• Typically 2-3 years of relevant experience; post-secondary degree or equivalent preferred.
• For Canada: Investment product registration completed, as applicable.
• Lending qualifications and designations.
• Knowledge of personal and small business banking needs and solutions.
• Experience with retail investments and lending products.
• Experience in financial services and proficiency with social media, tablets, smartphones, and online tools.
• Customer service or sales experience, with a focus on personal customer experience.
• Strong interpersonal, listening, problem-solving, and adaptive skills.
• Good verbal and written communication, organization, collaboration, and analytical skills.

Salary: $41,715.00 - $55,000.00

Pay Type: Salaried

Salaries vary based on location, skills, experience, and qualifications, and may include commissions. Total compensation may include bonuses, incentives, and other benefits. For more details, visit: Total Rewards

About Us:

At BMO, our Purpose is to Boldly Grow the Good in business and life, creating positive change for customers, communities, and employees. We foster innovation, transformation, and support your growth from day one with training, coaching, and development opportunities.

Visit us at BMO Careers

BMO is an equal opportunity employer, committed to diversity and inclusion, and provides accommodations for applicants with disabilities. Contact: [e-mail]