BMO Financial Group
Retail Banking
RetailRelationshipBanker
“Retail Relationship Banker at BMO Financial Group. Skills: Sales, Customer service, Lending, Financial advice. Deliver exceptional service to customers. Identify customer needs”
What You'll Achieve.
Achieve overall business objectives; Grow loyalty; Identify immediate / future opportunities; Make banking easy, simple, and fast; Protect the Bank's assets; Maintain the quality of the lending portfolio; Contribute to business results
Industry & Context.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges; Analytical and problem solving skills - Good
Criminal background review, Credit history evaluation, Restrictions on performing in a real estate agent capacity
What They're Looking For.
Must Have
post-secondary degree in related field of study desirable or an equivalent combination of education and experience, 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, Verbal & written communication skills - Good, Organization skills - Good, Collaboration & team skills - Good, Analytical and problem solving skills - Good, Registration to sell investment products completed - as appropriate for the jurisdiction, Federal registration with the Nationwide Mortgage Licensing System and Registry
Nice to Have
Experience in financial services is an asset, Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications
What You'll Do.
Deliver exceptional service to customers
Identify customer needs
Provide financial solutions advice
Engage customers for needs assessments
Recommend tailored solutions
Offer advice on digital options
Support customer transactions
Engage customers to grow business
Address questions and resolve issues
Apply risk management framework
Make credit recommendations
Integrate marketing promotions
Organize work information
Find creative approaches
Contribute to business results
Follow risk and compliance processes
Keep current with marketplace
Maintain current knowledge
Identify and report suspicious patterns
Comply with legal requirements
Protect the Bank's assets
Complete complex tasks
Analyze issues and determine next steps
How You'll Work.
Team & Collaboration
Works collaboratively within the branch; Works through various channels with BMO partners; Acts as a key member of a collaborative and versatile branch and market team; Readiness to collaborate and work in different capacities as part of a team
Communication Scope
Verbal & written communication skills - Good
Applying for this Retail Relationship Banker role?
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