BMO

Retail Banking

RetailRelationshipBanker

$42–65k West Bend, Wisconsin, United States FULL TIME
The Brief

“Retail Relationship Banker at BMO. Skills: Sales, Customer service, Financial solutions. Engage with existing customers and prospects. Provide needs-based assessments”

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; Ensure accurate data entry; Protect the Bank's assets; Maintain the quality of the lending portfolio; Safeguard our customers’ assets; Maintain their privacy; Act in their best interest; Uphold the highest ethical requirements; Contributes to business results

Industry & Context.

Retail Banking
Problems you'll solve

Analytical and problem solving skills - Good; An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges

Eligibility Requirements

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

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 financial services is an asset, Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications, Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience, A focus on results and the ability to thrive in a consultative sales and team-based environment, Resourceful self-starter with courage and confidence to approach customers, Readiness to collaborate and work in different capacities as part of a team, interpersonal skills, including the ability to build rapport and connections with customers, An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges, Specialized knowledge, Verbal & written communication skills - Good, Organization skills - Good, Collaboration & team skills - Good, Analytical and problem solving skills - Good, 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

What You'll Do.

Engage with existing customers and prospects

Provide needs-based assessments

Identify financial solutions

Recommend tailored solutions

Offer advice on digital 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

Organize work information

Find creative approaches

Contribute to business results

Follow through on risk and compliance

Keep current with financial services

Maintain current knowledge of 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

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

Free ATS check

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