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Retail Relationship Banker

2 months ago

Visalia, California, United States BMO Financial Group Full time
About the Role

We are seeking a highly skilled and motivated Retail Relationship Banker to join our team at BMO Financial Group. As a key member of our branch team, you will be responsible for delivering exceptional customer service and providing financial solutions to our clients.

Key Responsibilities
  • Customer Service: Provide personalized service to our customers, responding to their needs and resolving any issues in a timely and professional manner.
  • Financial Solutions: Offer a range of financial products and services to our customers, including personal banking, lending, and investment solutions.
  • Relationship Building: Build and maintain strong relationships with our customers, understanding their financial goals and providing tailored advice and guidance.
  • Team Collaboration: Work collaboratively with our branch team to achieve business objectives and deliver exceptional customer experiences.
  • Compliance: Ensure compliance with all regulatory requirements and BMO Financial Group's policies and procedures.
Requirements
  • Education: Post-secondary degree in a related field of study or equivalent combination of education and experience.
  • Experience: Typically 2-3 years of relevant experience in financial services or a related field.
  • Skills: Strong interpersonal and communication skills, with the ability to build rapport and connections with customers. Proficient in the use of technology and software applications.
  • Qualifications: Registration to sell investment products, as required by the jurisdiction. Appropriate lending qualifications and designations.
What We Offer

BMO Financial Group offers a competitive salary and benefits package, as well as opportunities for professional growth and development. We are committed to creating a diverse and inclusive work environment, where our employees can thrive and reach their full potential.