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Retail Banking Relationship Manager

2 months ago

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

BMO Financial Group is seeking a highly skilled and motivated Retail Banking Relationship Manager to join our team. 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.
  • Financial Solutions: Offer a range of financial solutions to our customers, including personal and business banking products and services.
  • Business Development: Identify opportunities to grow our business and develop new relationships with potential customers.
  • Team Collaboration: Work collaboratively with our branch team to achieve business objectives and provide exceptional customer service.
Requirements
  • Education: Post-secondary degree in a related field of study or equivalent combination of education and experience.
  • Experience: 2-3 years of relevant experience in a customer-facing role, preferably in the financial services industry.
  • Skills: Strong communication and interpersonal skills, with the ability to build rapport with customers and colleagues. Proficient in the use of technology, including computers and software applications.
  • Qualifications: Registration to sell investment products, as required by the jurisdiction. Appropriate lending qualifications and designations.
What We Offer
  • Competitive Salary: $41,000 - $67,000 per year, depending on experience and qualifications.
  • Benefits: Comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans.
  • Opportunities for Growth: Opportunities for career advancement and professional development, including training and coaching programs.