Retail Relationship Banker Lead

4 days ago


Frisco, Colorado, United States BMO Financial Group Full time
Job Summary

We are seeking a highly skilled and experienced Customer Financial Solutions Expert to join our team at BMO Financial Group. As a key member of our organization, you will be responsible for delivering exceptional customer service and financial solutions to our clients.

The ideal candidate will have a strong background in customer-facing roles, with experience in providing financial advice and guidance to individuals and businesses. You will be expected to work collaboratively with our team to identify customer needs and provide tailored solutions that meet their financial goals.

Responsibilities:

  • Deliver exceptional customer service and build strong relationships with clients
  • Provide financial advice and guidance to individuals and businesses
  • Identify customer needs and provide tailored solutions
  • Work collaboratively with the team to achieve sales and service goals

Requirements:

  • Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable 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
  • Strong interpersonal skills and ability to build rapport with customers

Salary Range:$41,715.00 - $63,700.00 per year

Benefits:

  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans

About BMO Financial Group:

BMO Financial Group is committed to creating lasting, positive change for our customers, communities and people. We strive to help our employees grow and make an impact, while supporting them with the tools and resources they need to reach new milestones.



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