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Retail Banking Relationship Manager
2 months ago
We are seeking a highly skilled and motivated Retail Banking Relationship Manager to join our team at the Bank of Montreal. As a key member of our branch team, you will be responsible for delivering exceptional customer service and building strong relationships with 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.
- Relationship Building: Build and maintain strong relationships with our customers, understanding their financial needs and providing tailored solutions to meet those needs.
- Product Knowledge: Stay up-to-date on our banking products and services, including personal and small business lending, retail investments, and everyday banking.
- Collaboration: Work closely with our branch team to achieve business objectives and deliver a seamless customer experience.
- Risk Management: Apply sound credit granting principles and adhere to regulatory requirements to protect the bank's assets and maintain the quality of our lending portfolio.
- Communication: Effectively communicate with customers, colleagues, and management to ensure accurate and timely information exchange.
- Problem-Solving: Analyze issues and determine next steps to resolve customer concerns and improve processes.
- 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, with a focus on customer service and relationship building.
- Skills: Strong interpersonal and communication skills, with the ability to build rapport and connections with customers. Proficiency in Microsoft Office and ability to learn new systems and processes.
- Qualifications: Registration to sell investment products, as required by the jurisdiction. Appropriate lending qualifications and designations.
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.
