Retail Banking Specialist

3 hours ago


Burlingame, California, United States BMO Financial Group Full time
About the Role

We are seeking a highly skilled and motivated individual to join our team as a Retail Relationship Banker. As a key member of our branch team, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.

Key Responsibilities
  • Provide personalized banking solutions to customers, including everyday banking, retail investments, and lending products.
  • Identify customer needs and provide advice and guidance on financial solutions that meet their goals.
  • Work collaboratively with the branch team to deliver a seamless customer experience and achieve business objectives.
  • Act as an originator of consumer loans, requiring a Federal registration with the Nationwide Mortgage Licensing System and Registry.
  • Proactively engage with existing customers and prospects to grow loyalty and identify new business opportunities.
  • Offer clients advice and guidance on available digital and self-serve options to make banking easy, simple, and fast.
  • Support customer transactions needs based on customer traffic and address questions and resolve issues raised through consumer credit audits and quality checks.
  • Apply the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio.
  • Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.
Requirements
  • Typically between 2 - 3 years of relevant experience and post-secondary degree in a related field of study, or an equivalent combination of education and experience.
  • Registration to sell investment products completed, as appropriate for the jurisdiction.
  • Appropriate lending qualifications and designations.
  • Working knowledge of personal and small business customer needs and solutions.
  • Working knowledge of retail investments and lending products.
  • Experience in financial services is an asset.
  • Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
  • Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
About BMO Financial Group

BMO Financial Group is committed to an inclusive, equitable, and accessible workplace. We strive to help our customers reach their goals and make an impact from day one. We offer a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

We are an equal opportunity/affirmative action employer and welcome applications from diverse candidates. Accommodations are available on request for candidates taking part in all aspects of the selection process.



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