BMO Financial Group
Retail Banking
RetailRelationshipBanker
“Retail Relationship Banker at BMO Financial Group. Skills: Customer service, Sales, Financial advice. Deliver exceptional service to customers and prospects. Identify customer needs and provide advice”
What You'll Achieve.
Achieve overall business objectives; Grow loyalty and identify immediate / future opportunities; Deliver the desired customer experience; Contributes to business results and the overall experience delivered
Industry & Context.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges; Analytical and problem solving skills - Good
May work at multiple branches or through various channels based on market work schedule may differ from week to week in terms of days worked, hours, and shifts, Criminal background review, Credit history evaluation, Restrictions on performing in a real estate agent capacity
What They're Looking For.
Must Have
Typically between 2 - 3 years of relevant experience, post-secondary degree in related field of study desirable or an equivalent combination of education and experience, Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction, 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, with a drive to deliver a personal customer experience, U. S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S. A. F. E. Act), This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry, A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity
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 and prospects
Identify customer needs and provide advice
Work collaboratively within the branch
Proactively engage with existing customers and prospects
Complete needs assessments to identify financial solutions
Recommend tailored solutions
Offer clients advice and guidance on digital options
Support customer transactions needs
Engage customers to grow BMO’s business
Address questions and resolve issues
Apply the risk management framework to the portfolio
Make credit recommendations for personal lending transactions
Probe to understand customer needs
Integrate marketing promotions into customer conversations
Organize work information to ensure accuracy
Find creative approaches to customer experience
Contribute to business results
Follow through on risk and compliance processes
Keep current with financial services marketplace
Maintain current knowledge of personal banking products
Identify and report suspicious patterns of activity
Comply with legal and regulatory requirements
Protect the Bank's assets
Complete complex & diverse tasks
Analyze issues and determine next steps
Take measured risks while protecting the bank
How You'll Work.
Team & Collaboration
Works collaboratively within the branch and 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
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