Retail Relationship Banker

$41,715 - $63,700/Yr

BMO - Nichols, WI

Full-time - Entry Level

Nichols, WI

Credit Intermediation and Related Activities

About the position

The position involves delivering exceptional service to BMO customers and prospects by identifying their needs and providing tailored financial solutions. The role requires collaboration within the branch and with BMO partners to enhance customer experience and achieve business objectives. It includes acting as an originator of consumer loans, engaging with customers to assess their needs, and providing advice on banking solutions while ensuring compliance with legal and regulatory requirements.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Identify customer needs and provide tailored financial solutions.
• Engage with existing customers to grow loyalty and identify opportunities.
• Support customer transactions based on traffic and needs.
• Make credit recommendations for personal lending transactions.
• Collaborate with branch and market teams to enhance customer experience.
• Maintain current knowledge of personal banking products and trends.
• Analyze issues and determine next steps for customer inquiries.
• Ensure compliance with legal and regulatory requirements.

Requirements

• 2-3 years of relevant experience in financial services or a related field.
• Post-secondary degree in a related field is desirable.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in a consultative customer service or sales role.
• Strong interpersonal skills and ability to build rapport with customers.
• Good verbal and written communication skills.
• Analytical and problem-solving skills.

Nice-to-haves

• Experience with retail investments and lending products.
• Confident use of social media and online tools.
• Resourceful self-starter with a drive to deliver personal customer experiences.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives
• Discretionary bonuses