Retail Relationship Banker
$45,900–$75,900 year
On-siteLarkspur, California, United States
Job Summary
Delivers exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions. Proactively engages with existing customers and prospects to grow loyalty, complete needs assessments, and recommend tailored solutions for retail investments, lending, and small business needs. Supports customer transactions based on traffic, resolves issues from credit audits, and identifies suspicious activity related to money laundering. Makes credit recommendations for personal lending in accordance with sound principles and risk management frameworks while ensuring compliance with legal and regulatory requirements. Works collaboratively within the branch and through various channels to achieve business objectives, integrating marketing promotions into customer conversations. May work at multiple branches or through various channels based on market needs, with a schedule that may differ week to week.
Required Qualifications
- Typically between 2 - 3 years of relevant experience
- post-secondary degree in 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
- Working knowledge of retail investments and lending products
- Experience in financial services
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications
- Experience in a consultative customer service or sales role
- drive to deliver a personal customer experience
- focus on results and the ability to thrive in a consultative sales and team-based environment
- Resourceful self-starter with courage and confidence to approach customers
- Readiness to collaborate and work in different capacities as part of a team
- Strong interpersonal skills, including the ability to build rapport and connections with customers
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
- Specialized knowledge
- Verbal & written communication skills - Good
- Organization skills - Good
- Collaboration & team skills - Good
- Analytical and problem solving skills - Good
- Federal registration with the Nationwide Mortgage Licensing System and Registry
- A criminal background review and credit history evaluation
Desired Qualifications
- Bilingual in English and Spanish
- Canada only
- U.S. Only
- experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience
- Passionate commitment to helping our customers
- drive to deliver a personal customer experience
- A focus on results and the ability to thrive in a consultative sales and team-based environment
- Resourceful self-starter with courage and confidence to approach customers
- Readiness to collaborate and work in different capacities as part of a team
- Strong interpersonal skills, including the ability to build rapport and connections with customers
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
- Specialized knowledge
- Verbal & written communication skills - Good
- Organization skills - Good
- Collaboration & team skills - Good
- Analytical and problem solving skills - Good
- Experience in financial services is an asset
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