Retail Relationship Banker

BMO U.S.; Sacramento (CA); 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. This role involves collaborating with branch teams to enhance customer experience and actively engaging with clients to assess their needs. With a focus on compliance and community engagement, the position offers opportunities for professional growth and development. Join a company committed to creating positive change and supporting the growth of its employees and communities. This is a fantastic opportunity for those looking to make a significant impact in the banking sector.

Qualifications

• 2-3 years of relevant experience in banking or customer service.
• Knowledge of personal and small business banking solutions.

Responsibilities

• Deliver exceptional service and financial advice to customers.
• Collaborate with branch teams to enhance customer experience.
• Ensure compliance with legal and internal policies.

Skills

Interpersonal Skills

Communication Skills

Problem-Solving Skills

Digital Tools Experience

Customer Service

Education

Post-Secondary Education

Job description

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Responsibilities

1. Deliver exceptional service to BMO customers and prospects by identifying needs and providing suitable financial advice.
2. Collaborate within the branch and with BMO partners to enhance customer experience and meet business goals.
3. Proactively engage with customers to assess needs, grow loyalty, and identify opportunities.
4. Advise clients on digital banking options and support transaction needs.
5. Support community engagement and relationship building efforts.
6. Ensure compliance with legal, regulatory, and internal policies, including credit and risk management.
7. Make credit recommendations in line with bank policies and sound principles.
8. Contribute to team efforts and branch success, including handling escalations and analyzing issues.

Qualifications

• Typically 2-3 years relevant experience and post-secondary education or equivalent.
• Relevant licenses and registrations, including for investment and lending products.
• Knowledge of personal and small business banking needs and solutions.
• Strong interpersonal, communication, organization, and problem-solving skills.
• Experience with social media, digital tools, and customer service roles.

Additional Details

Salary range: $41,715.00 - $67,000.00, with potential performance-based incentives and benefits. Work schedule may vary, and roles may require working at multiple branches.

About BMO

At BMO, we aim to create positive change and support growth for our customers, communities, and employees. We offer training, resources, and opportunities to develop your career. Visit https://jobs.bmo.com/us/en for more information.

Equal Opportunity

BMO is an equal employment opportunity employer, committed to diversity and inclusion. We consider all applicants regardless of protected characteristics and provide accommodations for disabilities.