Retail Banking Specialist

4 days ago

Tacoma WA USA, United States Bank of Montreal Full time
Job Summary

We are seeking a highly skilled and motivated Retail Banking Specialist to join our team at Bank of Montreal. As a key member of our branch, you will be responsible for delivering exceptional customer service and providing financial solutions to our clients.

Key Responsibilities
  • Proactively engage with existing customers and prospects to identify financial needs and provide tailored solutions.
  • Offer 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 and engage customers to grow BMO's business.
  • 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.
  • Makes credit recommendations for personal lending transactions, including home financing, 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 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.
  • Working knowledge of retail investments and lending products.
  • Experience in financial services is an asset.
What We Offer

We offer a competitive salary and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We are committed to an inclusive, equitable and accessible workplace and are an equal opportunity/affirmative action employer.

  • Retail Banking Specialist

    4 days ago

    Brick Township, NJ , USA, United States TD Bank Full time

    Job DescriptionJob Title: Retail Banking SpecialistJob Summary: We are seeking a highly skilled Retail Banking Specialist to join our team. As a Retail Banking Specialist, you will be responsible for providing exceptional customer service and financial expertise to our customers. You will work closely with our customers to understand their financial needs...

  • Retail Banking Specialist

    4 days ago

    Brick Township, NJ , USA, United States TD Bank Full time

    Job DescriptionJob Title: Retail Banking SpecialistJob Summary: We are seeking a highly skilled Retail Banking Specialist to join our team. As a Retail Banking Specialist, you will be responsible for delivering exceptional customer experiences, building strong relationships with customers, and providing expert advice on personal banking solutions.Key...

  • Retail Banking Relationship Manager

    1 week ago

    Tacoma, WA , USA, United States Bank of Montreal Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Retail Banking Relationship Manager. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and prospects, identifying their financial needs, and providing tailored solutions to meet their goals.Key...

  • Retail Banking Specialist

    4 days ago

    Washington, DC , USA, United States TD Bank Full time

    Job DescriptionJob Title: Retail Banker II FloatJob Summary:We are seeking a highly skilled and customer-focused Retail Banker II Float to join our team. As a Retail Banker II Float, you will be responsible for delivering exceptional customer experiences, building strong relationships with customers, and providing expert advice on personal banking...

  • Digital Banking Specialist

    3 weeks ago

    Tacoma, United States Heritage Bank Full time

    Heritage Bank Currently has an exciting opportunity to join our organization! The digital banking specialist position is responsible for the timely and accurate completion of operational, customer support, and/or technical support activities, i.e., s Banking Specialist, Banking, Digital, Technical Support, Specialist, Processing, Technology

  • Retail Banking Specialist

    4 days ago

    Washington, DC , USA, United States TD Bank Full time

    Job DescriptionJob Title: Retail Banker II FloatJob Summary: We are seeking a highly skilled and customer-focused Retail Banker II Float to join our team. As a Retail Banker II Float, you will be responsible for delivering legendary customer experiences by providing financial expertise and consultative advice to customers. You will work in multiple...

  • Retail Banking Specialist

    4 days ago

    Brick Township, NJ , USA, United States TD Bank Full time

    Job DescriptionJob Title: Retail Banker II FloatJob Summary:We are seeking a highly skilled and customer-focused Retail Banker II Float to join our team. As a Retail Banker II Float, you will be responsible for delivering exceptional customer experiences, building relationships, and providing financial solutions to our customers.Key Responsibilities:Act as a...

  • Retail Banking Specialist

    4 days ago

    Brick Township, NJ , USA, United States TD Bank Full time

    Job DescriptionJob Title: Retail Banker II FloatJob Summary:We are seeking a highly skilled and customer-focused Retail Banker II Float to join our team. As a Retail Banker II Float, you will be responsible for delivering exceptional customer experiences, providing financial expertise, and building relationships with our customers. You will work in multiple...

  • Digital Banking Specialist

    5 days ago

    Tacoma, Washington, United States Heritage Bank Full time

    Job SummaryWe are seeking a highly skilled Digital Banking Specialist to join our team at Heritage Bank. As a Digital Banking Specialist, you will be responsible for providing timely and accurate completion of operational, customer support, and technical support activities related to digital channel products.Key ResponsibilitiesResearch and respond to...

  • Digital Banking Specialist

    4 days ago

    Tacoma, United States Heritage Bank Full time

    Salary Range: Level I - $ - $ - $ hourLevel II - $ - $ - $ hour Depending on qualifications and experience Digital Banking Specialist I or II may be considered. At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time....

  • Digital Banking Specialist

    7 days ago

    Tacoma, Washington, United States Heritage Bank Full time

    Job SummaryHeritage Bank is seeking a highly skilled Digital Banking Specialist to join our team. As a key member of our operations team, you will be responsible for providing exceptional customer support and technical assistance to internal and external customers.Key ResponsibilitiesResearch and respond to customer inquiries in a timely and accurate...

  • Relationship Banking Specialist

    2 weeks ago

    Everett, WA , USA, United States Bank of America Full time

    Job Summary:As a Relationship Banking Specialist at Bank of America, you will play a critical role in engaging clients in the lobby to educate and assist with conducting transactions through self-service resources. Your key responsibilities will include accurately and efficiently processing cash transactions for clients as needed. You will have the...

  • Retail Support Service Representative

    1 week ago

    Tacoma, WA , USA, United States Sound Credit Union Full time

    Job SummarySound Credit Union is seeking a highly motivated and customer-focused Retail Support Service Representative to join our team. As a key member of our retail support team, you will provide exceptional service to our members, handle cash transactions, and assist with sales and product knowledge.Key ResponsibilitiesProvide excellent customer service...

  • Blood Bank Specialist

    4 days ago

    Sheldon, VT , USA, United States K.A. Recruiting Full time

    Blood Bank Specialist Opportunity **About the Role** We are seeking a highly skilled Blood Bank Specialist to join our team at an award-winning healthcare facility in Northern Vermont. As a Blood Bank Specialist, you will play a critical role in ensuring the safe and efficient collection, testing, and distribution of blood and blood...

  • Retail Banking Relationship Manager

    2 weeks ago

    Tahoe City, CA , USA, United States Bank of Montreal Full time

    About the RoleWe 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 ResponsibilitiesCustomer Service: Provide personalized service...

  • Financial Service Specialist

    6 days ago

    Tacoma, WA , USA, United States Kitsap Bank Full time

    Financial Service Specialist IAt Kitsap Bank, we are seeking a highly motivated and customer-focused Financial Service Specialist I to join our team. As a key member of our banking team, you will be responsible for providing exceptional customer service and representing our bank in a professional manner.Key Responsibilities:Build and enhance client...

  • Financial Service Specialist

    5 days ago

    Tacoma, WA , USA, United States Kitsap Bank Full time

    Financial Service Specialist IAt Kitsap Bank, we are seeking a highly motivated and customer-focused Financial Service Specialist I to join our team. As a key member of our banking team, you will be responsible for providing exceptional customer service and representing the bank in a professional manner.Key Responsibilities:Build and enhance client...

  • Digital Banking Specialist

    4 days ago

    Springfield, MO , USA, United States Quad City Bank & Trust Full time

    Job SummaryWe are seeking a highly skilled Digital Banking Specialist to join our team at Quad City Bank & Trust. As a key member of our Digital Banking team, you will be responsible for providing exceptional support to our customers and internal stakeholders.Key ResponsibilitiesProvide technical support for our digital banking products and servicesAssist...

  • Medical Laboratory Technician

    6 days ago

    Tacoma, WA , USA, United States Virginia Mason Franciscan Health Full time

    Job SummaryVirginia Mason Franciscan Health is seeking a skilled Medical Laboratory Technician to join our team in the Blood Bank department. As a Medical Laboratory Technician, you will play a critical role in ensuring the accuracy and reliability of laboratory test results, which are essential for patient care and clinical outcomes.Key...

  • Medical Laboratory Technician

    5 days ago

    Tacoma, WA , USA, United States Virginia Mason Franciscan Health Full time

    Job SummaryVirginia Mason Franciscan Health is seeking a skilled Medical Laboratory Technician to join our team in the Blood Bank department. As a Medical Laboratory Technician, you will play a critical role in ensuring the accuracy and reliability of laboratory test results, which are essential for patient care and clinical outcomes.Key...