Retail Relationship Banker

2 days ago


Kansas City, Missouri, United States BMO Full time
Job Summary

BMO is seeking a highly motivated and customer-focused Retail Relationship Banker to join our team. As a key member of our branch, 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 best interests.

Key Responsibilities
  • Proactively engage with existing customers and prospects to grow loyalty and identify immediate and future opportunities.
  • Engage customers to complete needs assessments that identify financial solutions and preferred banking channels.
  • 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 the portfolio 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.
  • 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

BMO offers a competitive salary, comprehensive benefits package, and opportunities for career growth and development. We are committed to creating a diverse and inclusive workplace where our employees can thrive.



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