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.
Drive client growth; Achieve business objectives
Industry & Context.
Issue analysis; Next step determination
What They're Looking For.
Must Have
2 - 3 years relevant experience, Post-secondary degree desirable, Registration to sell investment products, 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 consultative customer service, Experience in sales role, Courage and confidence to approach customers, Interpersonal skills, Ability to build rapport, Ability to build connections with customers
Nice to Have
Experience in financial services
What You'll Do.
Deliver exceptional service
Identify customer needs
Provide financial advice
Provide financial guidance
Collaborate within branch
Collaborate through channels
Deliver desired customer experience
Achieve business objectives
Engage existing customers
Identify immediate opportunities
Identify future opportunities
Complete needs assessments
Identify financial solutions
Identify preferred banking channels
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
Address audit questions
Ensure accurate data entry
Make lending application recommendations
Apply risk management framework
Maintain lending portfolio quality
Make credit recommendations
Integrate marketing promotions
Integrate marketing programs
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
Identify suspicious patterns
Report suspicious patterns
Comply with legal requirements
Comply with regulatory requirements
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
Collaborate within branch; Collaborate through channels; Work in different capacities; Part of a team
Communication Scope
Customer conversations
Applying for this De Novo Retail Relationship Banker role?
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