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Retail Banking Relationship Manager

2 months ago

Salt Lake, Utah, United States BMO Financial Group Full time
About the Role

We are seeking a highly motivated and customer-focused Retail Banking Relationship Manager to join our team 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 our products and services.

Key Responsibilities
  • Customer Service: Provide exceptional service to our customers and prospects, responding to their inquiries and resolving any issues in a timely and professional manner.
  • Needs Assessment: Conduct needs assessments to identify customers' financial needs and provide recommendations on our products and services that meet those needs.
  • Product Knowledge: Stay up-to-date on our products and services, including personal and business banking solutions, and be able to communicate their features and benefits to customers.
  • Relationship Building: Build and maintain strong relationships with our customers, understanding their financial goals and objectives, and providing guidance and advice to help them achieve those goals.
  • Team Collaboration: Work collaboratively with our branch team to achieve business objectives and provide a seamless customer experience.
Requirements
  • Education: Post-secondary degree in a related field of study or equivalent combination of education and experience.
  • Experience: 2-3 years of relevant experience in a customer-facing role, preferably in the financial services industry.
  • Skills: Excellent communication and interpersonal skills, with the ability to build rapport with customers and colleagues. Strong problem-solving and analytical skills, with the ability to work in a fast-paced environment.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.