Retail Relationship Banker

BMO U.S.; Milwaukee (WI); On-site; USD 41,000 - 64,000; Full time

Job summary

Join a leading financial institution as a Retail Relationship Banker, where you'll deliver exceptional service to customers by identifying their needs and providing tailored financial solutions. Collaborate within the branch to enhance customer experience and achieve business goals. This role requires strong communication and problem-solving skills, along with relevant experience in customer service and sales. With competitive compensation and a supportive work environment, this is an excellent opportunity for growth.

Qualifications

• 2-3 years of relevant experience.
• Relevant licensing for lending and investment products.

Responsibilities

• Engaging proactively with customers to assess needs.
• Recommending tailored financial solutions.
• Ensuring compliance with legal and regulatory standards.

Skills

Customer Service

Sales

Communication

Problem Solving

Education

Post-secondary degree

Job description

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Deliver exceptional service to BMO customers and prospects by identifying customer needs and providing advice on financial solutions that benefit them. Collaborate within the branch and with BMO partners to enhance customer experience and meet business goals.

Responsibilities include:

1. Engaging proactively with customers and prospects to assess needs and identify opportunities.
2. Recommending tailored financial solutions, including banking, investments, and lending products.
3. Promoting digital and self-serve banking options.
4. Handling customer transactions and building relationships within the community.
5. Ensuring compliance with legal and regulatory standards, including credit and risk management.
6. Making credit recommendations for personal and home financing.
7. Participating as a collaborative team member and contributing to branch improvements.
8. Maintaining current knowledge of products, market trends, and regulatory requirements.
9. Reporting suspicious activities and protecting bank assets.

Qualifications include:

• 2-3 years of relevant experience and a related post-secondary degree or equivalent.
• Relevant licensing and qualifications for lending and investment products.
• Knowledge of personal and small business banking needs.
• Experience in customer service and sales, with a focus on personalized service.
• Strong interpersonal, communication, and problem-solving skills.
• Ability to work flexibly across multiple branches and schedules.

Compensation and Benefits

Salary ranges from $41,715 to $63,700, with additional incentives and benefits. For more details, visit BMO Total Rewards.

About BMO

At BMO, we aim to create positive change for our customers and communities. We support our employees with training, resources, and growth opportunities. Learn more at our careers page.

BMO is an equal opportunity employer and provides accommodations for applicants with disabilities. Contact [e-mail] for assistance.