Retail Relationship Banker

3 weeks ago


Sioux City, Iowa, United States BMO Full time
Job Summary

We are seeking a highly motivated and customer-focused Retail Relationship Banker to join our team at BMO. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and growing our business through proactive engagement and needs-based assessments.

Key Responsibilities
  • Proactively engage with existing customers and prospects to identify financial solutions and preferred banking channels.
  • Provide needs-based assessments to grow loyalty and identify immediate/future 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.
  • 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 protect the Bank's assets and maintain the quality of the lending portfolio.
  • Make credit recommendations for personal lending transactions in accordance with sound credit granting principles.
  • 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, 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.
What We Offer

We offer a competitive salary range of $41,715.00 - $67,000.00, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

We are committed to an inclusive, equitable, and accessible workplace, where everyone has the opportunity to grow and make an impact. We strive to help our employees make an impact from day one – for themselves and our customers.


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