- 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 (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
- Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
- Supports customer transactions needs based on customer traffic.
- Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
- Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
- Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
- Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.
- Acts as a key member of a collaborative and versatile branch and market team.
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
- Organizes work information to ensure accuracy and completeness.
- Takes the initiative to find creative approaches that make each customer's experience feel personal.
- Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
- Contributes to business results and the overall experience delivered in the branch.
- May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
- Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
- Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
- Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Complies with legal and regulatory requirements for the jurisdiction.
- Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.
Qualifications: - Typically between 2 - 3 years of relevant experience and 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.
- Passionate commitment to helping our customers.
- 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.
- Strong 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.
-
Relationship Banker
2 weeks ago
Bank of Sun Prairie Sun Prairie, United StatesRelationship Bankers serve a dual role for personal banking and teller responsibilities. This position sells products and services to existing customers and prospects. Relationship Bankers identify, expand upon and deepen customer relationships through reviewing and recommending ...
-
Relationship Banker
1 week ago
Park Bank Middleton, United StatesJob Type · Full-time · Description · Who is Park Bank? · At Park Bank, we believe drive and ambition come from the heart. That achievement means different things to each of us. That there's no one way to what's next. And our story of achievement starts with each member of our ...
-
Retail Relationship Banker
1 week ago
Bank of Montreal Beloit, United StatesApplication Deadline: · 05/30/2024 · Address: · 500 E Grand Avenue · Job Family Group: · Retail Banking Sales & Service · Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions th ...
-
Relationship Banker II
6 days ago
Regions Madison, United States Full timeThank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...
-
Relationship Banker I
6 days ago
Regions Madison, United States Full timeThank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...
-
Relationship Banker II
5 days ago
Regions Madison, United States Full timeThank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...
-
Universal Banker
2 weeks ago
The Provident Bank of New Jersey Madison, United States**_How would you like to join a successful and growing multi-billion dollar bank with branches in New Jersey and Eastern Pennsylvania? Provident Bank is looking for a talented Full-time Universal Banker to work in our Madison, New Jersey branch to promote our commitment to provid ...
-
Personal Banker
2 weeks ago
Lake Ridge Bank Evansville, United StatesOverview: · Lake Ridge Bank is focused on the community and we are seeking a customer and team oriented professional to join our Evansville office as a Personal Banker A Personal Banker is responsible for delivering a premier customer experience that is second to none by helping ...
-
Universal Banker
1 week ago
One Community Bank Stoughton, United StatesAre you looking for an opportunity to grow your career in the banking industry? One Community Bank in Stoughton, WI is seeking a dynamic individual to join our team in Stoughton as a Part Time Universal Banker. This position offers an exciting chance to work onsite in a professio ...
-
Universal Banker
1 week ago
One Community Bank Stoughton, United StatesAre you looking for an opportunity to grow your career in the banking industry? One Community Bank in Stoughton, WI is seeking a dynamic individual to join our team in Stoughton as a Part Time Universal Banker. This position offers an exciting chance to work onsite in a professio ...
-
Universal Banker
1 week ago
One Community Bank Stoughton, United StatesJob Description · Job DescriptionAre you looking for an opportunity to grow your career in the banking industry? One Community Bank in Stoughton, WI is seeking a dynamic individual to join our team in Stoughton as a Part Time Universal Banker. This position offers an exciting cha ...
-
Universal Banker
1 week ago
One Community Bank Oregon, United StatesJob Description · Job DescriptionAre you looking for an opportunity to grow your career in the banking industry? One Community Bank in Oregon, WI is seeking a dynamic individual to join our team as a Full Time Universal Banker. This position offers an exciting chance to work onsi ...
-
Universal Banker
1 week ago
One Community Bank Oregon, United StatesJob Description · Job DescriptionAre you looking for an opportunity to grow your career in the banking industry? One Community Bank in Oregon, WI is seeking a dynamic individual to join our team as a Part Time Universal Banker. This position offers an exciting chance to work onsi ...
-
WELLS FARGO BANK Stoughton, United States Full timeWhy Wells Fargo: · Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Compa ...
-
Senior Universal Banker
2 weeks ago
Summit Credit Union Cottage Grove, United StatesCollaborates and advises members on finding the right solutions for their borrowing needs via multiple access points such as in branch, over the phone, and video appointments. Provides education and consultation to members on loans. Accurately and ef Personal Banker, Universal Ba ...
-
Teller Supervisor
1 week ago
The Judge Group Oregon, United StatesAt Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the ...
-
Bilingual Senior Universal Banker
1 week ago
Summit Credit Union Sun Prairie, United StatesCollaborates and advises members on finding the right solutions for their borrowing needs via multiple access points such as in branch, over the phone, and video appointments. Provides education and consultation to members on loans. Accurately and ef Universal Banker, Senior, Bil ...
-
Universal Banker
2 weeks ago
Park Bank Madison, United StatesGeneral Summary: · The role of the Universal Banker is to perform the essential duties and responsibilities of both the Teller and Relationship Banker role with the exception of offering loan products to clients. This position will establish new client account relationships as n ...
-
Universal Banker
3 weeks ago
Starion Bank Middleton, United StatesUniversal Banker · Are you customer focused, disciplined, ethical, and action oriented? Do you encourage and inspire others to do their best? If so, you would be an excellent fit at Starion Bank · We are seeking full-time Universal Bankers in Middleton, Sun Prairie, and Monona ...
-
Commercial Banking Associate
1 week ago
First Business Bank Madison, United States· Position at First Business Bank · Join the growing team at First Business Bank as a Commercial Banking Associate at our Madison Headquarters location · First Business Bank is a Top Workplaces USA company, learn more here. · At the heart of First Business Bank, we believe su ...
Retail Relationship Banker - Evansville, United States - Bank of Montreal
Description
Application Deadline:
06/29/2024
Address:
25 N Madison Street
Job Family Group:
Retail Banking Sales & Service
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. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.
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. The Bank will instruct you on the registration requirements needed to comply with this requirement. 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.
$41, $63,700.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:
We're here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
