Retail Relationship Banker
$41,714–$65,000 year
On-site · Kokomo, Indiana, United States
Job Summary
Retail Relationship Banker at a BMO branch delivering exceptional service to customers and prospects. Responsible for identifying customer needs and providing advice on financial solutions across everyday banking, retail investments, lending, home financing, and small business solutions. Leads needs-based assessments, grows loyalty, and opportunities through proactive engagement, appointment generation, and community outreach. Recommends tailored solutions addressing sales and service needs, promotes digital/self-serve options, handles transactions, and ensures accurate data entry and lending recommendations in compliance with legal and regulatory requirements. Works within a collaborative branch and market team, may be assigned to multiple branches, and operates with a schedule that can vary. Requires a consultative sales mindset, strong problem-solving and interpersonal skills, and the ability to build rapport with customers while aligning solutions to risk-management policies and Fidelity to regulatory standards.
Required Qualifications
- Typically between 2 - 3 years of relevant experience
- post-secondary degree in related field desirable
- Registration to sell investment products completed (Canada)
- 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 a consultative customer service or sales role
- ability to deliver personal customer experience
- strong interpersonal and communication skills
- ability to collaborate in a team environment
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