BMO
Financial Services
RetailRelationshipBanker
“Retail Relationship Banker at BMO. Skills: Sales, Customer service, Relationship building, Lending. Deliver exceptional service. Identify customer needs”
What You'll Achieve.
Contribute to business results
Industry & Context.
Problem solving; Analyze issues; Determine next steps
What They're Looking For.
Must Have
2 - 3 years relevant experience, Post-secondary degree desirable, 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 consultative customer service, Experience in sales role, Verbal communication skills - Good, Written communication skills - Good, Organization skills - Good, Collaboration skills - Good, Analytical skills - Good, Problem solving skills - Good
Nice to Have
Spanish speaking preferred, Registration to sell investment products, Experience in financial services is an asset, Confident use of social media, Confident use of tablets, Confident use of Smart phones, Confident use of online tools, Confident use of applications
What You'll Do.
Deliver exceptional service
Identify customer needs
Provide financial advice
Engage customers proactively
Conduct needs-based assessments
Identify opportunities
Recommend tailored solutions
Offer digital options advice
Support customer transactions
Engage customers to grow business
Generate appointments
Build new relationships
Make credit recommendations
Integrate marketing promotions
Organize work information
Find creative approaches
Contribute to business results
Follow risk processes
Follow compliance policies
Keep current with marketplace
Keep current with legal environment
Maintain ethical requirements
Maintain current knowledge
Identify suspicious patterns
Comply with requirements
Complete complex tasks
Make risk informed decisions
How You'll Work.
Team & Collaboration
Collaborative branch team; Versatile branch team; Market team; Team-based environment
Communication Scope
Verbal communication; Written communication
Applying for this Retail Relationship Banker role?
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