BMO
Financial Services
DeNovoRetailRelationshipBanker
“De Novo Retail Relationship Banker at BMO. Skills: Client growth, Business development, Relationship building. Deliver exceptional service. Identify customer needs”
What You'll Achieve.
Achieve business objectives; Grow BMO's business
Industry & Context.
Analyze issues; Determine next steps
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, 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 a consultative customer service role, Experience in a sales role, Drive to deliver personal customer experience, Focus on results, Thrive in consultative sales environment, 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, Aptitude for solving
Nice to Have
Financial services experience, Confident use of social media, Experienced use of social media, Confident use of tablets, Experienced use of tablets, Confident use of Smart phones, Experienced use of Smart phones, Confident use of online tools, Experienced use of online tools, Confident use of applications, Experienced use of applications
What You'll Do.
Deliver exceptional service
Identify customer needs
Provide financial advice
Guide on financial solutions
Engage existing customers
Provide needs-based assessments
Grow customer loyalty
Identify future opportunities
Identify immediate opportunities
Complete needs assessments
Identify financial solutions
Identify preferred banking channels
Recommend tailored solutions
Address service needs
Offer digital options advice
Offer self-serve options advice
Support customer transactions
Engage customers to grow business
Reach out to customers
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
Follow bank procedures
Understand customer banking needs
Understand customer credit card needs
Integrate marketing promotions
Integrate marketing programs
Organize work information
Find creative approaches
Make customer experience personal
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 on marketplace
Keep current on legal environment
Keep current on regulatory environment
Uphold ethical requirements
Maintain knowledge of products
Maintain knowledge of practices
Maintain knowledge of trends
Integrate knowledge into conversations
Identify suspicious patterns
Report suspicious patterns
Comply with legal requirements
Comply with regulatory requirements
Complete complex tasks
Complete diverse tasks
Apply Risk Management Framework
Make risk informed decisions
Align decisions to business strategy
Adhere to policy documents
Adhere to regulations
How You'll Work.
Team & Collaboration
Work collaboratively within branch; Work through various channels; Work with BMO partners; Key member of branch team; Key member of market team
Communication Scope
Customer conversations
Applying for this De Novo Retail Relationship Banker role?
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