What are the responsibilities and job description for the Retail Relationship Banker position at BMO Financial?
Job Title: Retail Banking Sales & Service Representative
Job Summary:
This is an exciting opportunity to join our team as a Retail Banking Sales & Service Representative. In this role, you will be responsible for delivering exceptional customer service and sales experience to our customers and prospects.
Key Responsibilities:
- Deliver exceptional customer service and sales experience to customers and prospects
- Identify customer needs and provide advice and guidance on financial solutions
- Work collaboratively with branch teams and partners to deliver the desired customer experience and achieve business objectives
- Act as an originator of consumer loans and require Federal registration with the Nationwide Mortgage Licensing System and Registry
- Proactively engage with existing customers and prospects to grow loyalty and identify opportunities
- Engage customers to complete needs assessments and recommend tailored solutions addressing sales and service needs
- Support customer transactions needs based on customer traffic
- Grow BMO's business by reaching out, generating appointments, and building new relationships within the community
- Address questions and resolve issues raised through consumer credit audits and quality checks
- Apply risk management framework to protect Bank's assets and maintain quality of lending portfolio
- Make credit recommendations for personal lending transactions in accordance with sound credit granting principles and Bank policies
Requirements:
- Typically 2-3 years of relevant experience and post-secondary degree in related field of study or equivalent combination of education and experience
- Registration to sell investment products completed (Canada only)
- Appropriate lending qualifications and designations
- Working knowledge of personal and small business customer needs and solutions
- Experience in financial services is an asset
- Confident and experienced in using social media, tablets, smartphones, online tools, and applications
- Experience in consultative customer service or sales role, with drive to deliver personal customer experience
What We Offer:
- Competitive salary range: $41,715.00 - $55,000.00
- Salaried pay type
- Total compensation package may include performance-based incentives, discretionary bonuses, and other perks and rewards
- Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
About Us:
BMO Financial Group is committed to creating lasting, positive change for our customers, communities, and people. We strive to help our employees make an impact from day one and support them with the tools and resources needed to reach new milestones.
Salary : $41,715 - $55,000
