Retail Relationship Banker

4 days ago


Milwaukee, Wisconsin, United States BMO Financial Group Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Retail Relationship Banker at BMO Financial Group. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and prospects, identifying their financial needs, and providing advice and guidance on financial solutions that meet their goals.

Key Responsibilities
  • Deliver exceptional customer service and build strong relationships with customers and prospects
  • Conduct needs assessments to identify financial solutions and preferred banking channels
  • Recommend tailored solutions addressing both sales and service needs
  • Support customer transactions and provide advice on available digital and self-serve options
  • Engage customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community
  • 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
  • Make credit recommendations for personal lending transactions, including home financing
  • Act as a key member of a collaborative and versatile branch and market team
Requirements
  • Typically between 2 - 3 years of relevant experience and post-secondary degree in a related field of study
  • 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 online tools and applications
  • Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience
What We Offer
  • A competitive salary range of $41,063.00 - $63,700.00
  • A comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
  • Opportunities for professional growth and development
  • A collaborative and dynamic work environment


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