Retail Relationship Banker
$41,714–$69,000 year
On-sitePlano, Illinois, United States
Job Summary
Delivers exceptional service to BMO customers by identifying needs, providing financial solutions, and recommending tailored strategies for everyday banking, investments, lending, and home financing. Proactively engages with existing and new prospects to generate appointments, build relationships, and integrate marketing promotions into conversations. Supports customer transactions, resolves issues from credit audits, and identifies suspicious activity related to money laundering in compliance with legal and regulatory requirements. Applies the risk management framework to protect the bank's assets while making sound credit recommendations for personal lending transactions. Works collaboratively within the branch and market team, maintaining current knowledge of personal banking products and trends. 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
- Experience in a consultative customer service or sales role
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications
- 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
- Federal registration with the Nationwide Mortgage Licensing System and Registry
- A criminal background review and credit history evaluation
Desired Qualifications
- Canada only
- U.S. Only
- This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act)
- The Bank will instruct you on the registration requirements needed to comply with this requirement
- 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
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