Retail Relationship Banker
$41,714–$65,000 year
On-site · Sandy, Utah, United States
Job Summary
Retail Relationship Banker at BMO: delivers exceptional service to customers and prospects, identifies needs, and provides tailored financial solutions across everyday banking, lending, home financing, and small business solutions. Engages customers with needs-based assessments, collaborates with branch and partners to enhance the customer experience, and promotes digital/self-serve options. Responsibilities include guiding clients through financial solutions, supporting transactions, scheduling appointments, building relationships within the community, ensuring compliance with risk and regulatory requirements, and contributing to overall business objectives. Requires strong consultative sales, problem-solving, and communication skills to deliver a personal, trusted banking experience.
Required Qualifications
- Typically 2-3 years of relevant experience and post-secondary degree desirable or equivalent combination of education and experience
Desired Qualifications
- Post-secondary degree desirable or equivalent combination of education and experience
- 2-3 years of relevant experience
- Experience in financial services
- Consultative sales and relationship-building skills
- Strong interpersonal and communication abilities
- Knowledge of personal banking products and lending solutions
- Regulatory and compliance awareness
- Ability to analyze customer needs and provide tailored financial solutions
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