BMO Financial Group
Retail Banking
RetailRelationshipBanker
“Retail Relationship Banker at BMO Financial Group. Skills: Customer service, Sales, Financial solutions. Deliver exceptional service to customers and prospects. Identify customer needs and provide advice”
What You'll Achieve.
Grow loyalty; Identify immediate / future opportunities; Achieve overall business objectives; Deliver the desired customer experience; Make banking easy, simple, and fast; Grow BMO’s business; Protect the Bank's assets; Maintain the quality of the lending portfolio; Contribute to the overall experience delivered
Industry & Context.
Analytical and problem solving skills - Good; Aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
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, Restrictions on performing in a real estate agent capacity
What They're Looking For.
Must Have
Typically between 2 - 3 years of relevant 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, U. S. Only: Federal registration with the Nationwide Mortgage Licensing System and Registry, U. S. Only: Criminal background review and credit history evaluation
Nice to Have
Post-secondary degree in related field of study desirable or an equivalent combination of education and experience, Experience in financial services is an asset, Bilingual in English, Hindi, and Mandarin Language is preferred
What You'll Do.
Deliver exceptional service to customers and prospects
Identify customer needs and provide advice
Provide guidance regarding financial solutions
Proactively engage with existing customers and prospects
Provide needs-based assessments
Engage customers to complete needs assessments
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
Build new relationships within the community
Address questions and resolve issues
Ensure accurate data entry
Make credit recommendations for personal lending transactions
Probes to understand customer needs
Integrate marketing promotions into conversations
Organize work information
Find creative approaches
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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