Retail Relationship Banker
$41,714–$65,000 year
On-siteTucson, Arizona, United States
Job Summary
Delivers exceptional service to BMO customers and prospects by proactively engaging with existing clients and prospects to identify needs and provide tailored financial solutions. Completes needs assessments for everyday banking, retail investments, lending, and small business financing while recommending appropriate products. Supports customer transactions based on traffic and generates appointments to build new relationships within the community. Addresses questions from consumer credit audits and resolves issues raised through quality checks to ensure accurate data entry and lending recommendations in compliance with legal and regulatory requirements. Applies the risk management framework to protect the Bank's assets and maintains current knowledge of personal banking products and market trends. May work at multiple branches or through various channels with a schedule that differs week to week.
Required Qualifications
- Typically between 2 - 3 years of relevant experience
- post-secondary degree in related field of study
- 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
- Experience in a consultative customer service or sales role
- 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
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications
Desired Qualifications
- Canada only: 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
- 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, 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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