BMO
Financial Services
DeNovoRetailRelationshipBanker
“De Novo Retail Relationship Banker at BMO. Skills: Retail Banking, Sales, Client Relationships. Deliver exceptional service. Identify customer needs”
What You'll Achieve.
Achieve overall business objectives; Grow BMO’s business; Protect the Bank's assets; Maintain the quality of the lending portfolio
Industry & Context.
Issue analysis; Problem resolution
May work at multiple branches, May work through various channels
What They're Looking For.
Must Have
2 - 3 years relevant experience, Post-secondary degree or equivalent experience, Appropriate lending qualifications, Working knowledge of personal customer needs, Working knowledge of small business customer needs, Working knowledge of retail investments, Working knowledge of lending products, Experience in a consultative customer service role, Experience in a sales role, Compliance with legal and regulatory requirements, Compliance with lending policies, Compliance with Bank's policies, Compliance with Bank's procedures, Risk management framework application
Nice to Have
Post-secondary degree in related field, Experience in financial services, Registration to sell investment products, Experience with social media, Experience with tablets, Experience with Smart phones, Experience with online tools, Experience with applications, Drive to deliver personal customer experience, Focus on results, Ability to thrive in consultative sales, Ability to thrive in team-based environment, Resourceful self-starter, Courage to approach customers, Confidence to approach customers, Readiness to collaborate, Work in different capacities, Interpersonal skills, Ability to build rapport, Ability to build connections, Aptitude for listening
What You'll Do.
Deliver exceptional service
Identify customer needs
Provide financial advice
Provide financial guidance
Collaborate within branch
Collaborate through channels
Achieve business objectives
Engage existing customers
Provide needs-based assessments
Identify opportunities
Complete needs assessments
Identify financial solutions
Recommend tailored solutions
Address service needs
Recommend everyday banking
Recommend retail investments
Recommend lending solutions
Recommend home financing
Recommend business-for-self applications
Recommend small business solutions
Offer digital options advice
Offer self-serve options advice
Support customer transactions
Generate appointments
Build new relationships
Ensure accurate data entry
Make credit recommendations
Protect Bank's assets
Maintain portfolio quality
Integrate marketing promotions
Organize work information
Find creative approaches
Contribute to business results
Contribute to customer experience
Follow risk processes
Follow compliance processes
Safeguard customer assets
Maintain customer privacy
Act in customer's best interest
Keep current with marketplace
Keep current with legal environment
Keep current with regulatory environment
Uphold ethical requirements
Maintain product knowledge
Maintain practice knowledge
Maintain trend knowledge
Integrate knowledge into conversations
Identify suspicious patterns
Report suspicious patterns
Comply with requirements
Protect Bank's assets
Complete complex tasks
Complete diverse tasks
Make risk informed decisions
Align decisions to business strategy
Adhere to policy documents
Adhere to regulations
How You'll Work.
Team & Collaboration
Collaborative branch team; Collaborative market team; Versatile branch team; Versatile market team; Work with BMO partners
Communication Scope
Customer conversations
Applying for this De Novo Retail Relationship Banker role?
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