Retail Relationship Banker for Personal & Small-Biz Solutions

BMO U.S.; Monterey Park (CA); Vor Ort; USD 50.000 - 100.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Retirement savings plan

Accident and life insurance

Commission opportunities

Zusammenfassung

BMO U.S. in California seeks a customer-focused banking professional to deliver personalized financial guidance and identify opportunities for loyalty and growth.

You will engage with existing customers and prospects, assess needs for everyday banking, lending, and investments, and tailor solutions that fit risk and policy requirements. Collaborate with branch teams and partners, promote digital tools, ensure accurate data entry and compliant lending decisions, and contribute to a superior

Qualifikationen

• Typically 2–3 years of relevant experience with a post-secondary degree desirable.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills.

Aufgaben

• Engage customers to assess needs and offer tailored financial solutions.
• Lead needs-based assessments and growth opportunities with existing customers.
• Promote digital and self-serve banking options to simplify experiences.

Kenntnisse

Customer service

Needs-based selling

Financial guidance

Regulatory compliance

Communication skills

Collaboration

Ausbildung

Post-secondary degree

Lending qualifications

Regulatory compliance certification

Tools

Online tools

Jobbeschreibung

BMO U.S. in California seeks a customer-focused banking professional to deliver personalized financial guidance and identify opportunities for loyalty and growth.

You will engage with existing customers and prospects, assess needs for everyday banking, lending, and investments, and tailor solutions that fit risk and policy requirements. Collaborate with branch teams and partners, promote digital tools, ensure accurate data entry and compliant lending decisions, and contribute to a superior