Retail Banking Relationship Specialist - Chicago Ridge - BMO Financial

    BMO Financial
    BMO Financial Chicago Ridge

    15 hours ago

    Description

    Retail Banking Relationship Specialist

    Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.

    • Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate future opportunities.
    • Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs including everyday banking retail investments lending solutions home financing including business-for-self applications small business solutions.
    • Offers clients advice on available digital self-serve options making banking easy simple fast.
    • Supports transactions based on traffic, engages to grow BMO's business by reaching out generating appointments building new relationships within communities addresses questions resolves issues through consumer credit audits quality checks ensuring accurate data entry lending application recommendations compliance legal regulatory requirements lending policies processes applies risk management framework protecting Bank's assets maintaining quality lending portfolio compliance yield guidelines acts as key member collaborative versatile branch market team probes understanding personal banking credit card needs integrating marketing promotions programs conversations provide strategic advice organizes work information ensuring accuracy completeness takes initiative finding creative approaches delivering personal experiences looks contributing ongoing improvement overall customer experience contributes results delivered committed helping deliver each customer unique experience works multiple branches channels week may differ days worked hours shifts follows through risk compliance processes safeguarding assets maintain privacy act interest keeps current wider financial services marketplace legal environment commitment upholding highest ethical industry maintains knowledge current products practices trends integrates conversations identifies reports suspicious patterns suspected money laundering complying regulatory legal requirements protects Banks' assets following all relevant regulations laws ethics completes complex diverse tasks given rules limits handling escalations other employees analyzes determines next steps

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