BMO
Retail Banking
RetailRelationshipBanker
“Retail Relationship Banker at BMO. Skills: financial solutions, customer service, sales. Deliver exceptional service to customers. Identify customer needs and provide guidance”
What You'll Achieve.
achieve overall business objectives; grow loyalty; identify immediate / future opportunities; deliver the desired customer experience; contribute to business results; 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, A criminal background review and credit history evaluation will be required for this position, 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 and provide guidance
Proactively engage with customers and prospects
Complete needs assessments to identify financial solutions
Recommend tailored solutions
Offer advice on digital and self-serve options
Support customer transactions needs
Engage customers to grow BMO’s business
Address questions and resolve issues
Apply the risk management framework
Make credit recommendations
Probe to understand customer needs
Integrate marketing promotions into conversations
Organize work information for accuracy
Find creative approaches for 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
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; 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
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