Retail Banking Specialist

1 week ago


Berwyn, Illinois, 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 Retail Relationship Banker, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.

Key Responsibilities
  • Provide personalized banking solutions to customers, including everyday banking, retail investments, and lending products.
  • Identify customer needs and provide advice and guidance on financial solutions that meet their goals.
  • Work collaboratively with the branch team to deliver a seamless customer experience and achieve business objectives.
  • Act as an originator of consumer loans, requiring a Federal registration with the Nationwide Mortgage Licensing System and Registry.
  • Proactively engage with existing customers and prospects to grow loyalty and identify new business opportunities.
  • Support customer transactions needs based on customer traffic and provide advice on available digital and self-serve options.
  • Address questions and resolve issues raised through consumer credit audits and quality checks.
  • Apply the risk management framework to protect the Bank's assets and maintain the quality of the lending portfolio.
  • Make credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles.
Requirements
  • Typically between 2-3 years of relevant experience and a 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.
  • Experience in financial services is an asset.
  • Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
About BMO Financial Group

BMO Financial Group is committed to an inclusive, equitable, and accessible workplace. We strive to help our customers reach their goals and make an impact from day one. We offer a comprehensive total compensation package, including performance-based incentives, discretionary bonuses, and other perks and rewards.



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