Lead Customer Service Specialist - Carson City - beBeeRetailBanker

    beBeeRetailBanker
    beBeeRetailBanker Carson City

    4 days ago

    Job title: Retail Relationship Banker

    Description

    Retail Relationship Banker Job Description


    We are seeking a talented Customer Service Representative to join our team. As a Retail Relationship Banker, you will be responsible for delivering exceptional service to customers and prospects.



    • You will engage with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.

    • You will offer clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, fast.

    • You will support customer transactions needs based on customer traffic.

    • You will engage customers to grow BMO's business by reaching out generating appointments building new relationships within community.

    • You will address questions/resolve issues raised through consumer credit audits/quality checks ensuring accurate data entry/lending application recommendations compliance legal/regulatory requirements lending policies/processes.

    • You will apply risk management framework portfolio protecting bank's assets/maintaining quality lending portfolio compliance requirements lending process established yield quality diversification risk guidelines.

    • Required Skills: 1. Experience in financial services preferable but not necessary if candidate has equivalent experience other fields requiring strong communication interpersonal skills 2. Knowledge personal/small businesscustomerneedsolutionshighlydesired Working knowledge retail investmentslendingproductalso an asset 3 Strong analytical problem solving skills desired as ability analyze issuetake next steps highly valued Work effectively independently/team environment flexible schedule preferred passionate commitment helping customers drive deliverpersonalcustomerservicewhite relatable Excellentcommunicationwritten verbal abilities required Ability utilizelines productsapplications applications experienced/experienced relatedfields stronglypreferred we strive buildfuture career leaders committedongoing learning professional growth develop leadership excellentcommunityserviceview more detailsoverseas dedicatedcommitmentlearninghelpgrow individualsandsocieties Better working knowledgeproducts/trendsintegralcross sell/referral strategies idealwe seeksame diversityfluency US applicants musthavecurrent Federal registration Nationwide Mortgage Licensing SystemRegistry criminal background reviewmay requirerelevant certifications/licensesignatures acquired anybank company listedBANK requiresBank guarantee securityFund ensurespecific licenseInsurance claim potential employersreceivefrom conditional employment loan funds unrestrictednonrenewablestrikeuntil employee thirdparty interventional allicenseholderthecancelthird halflifeidentification eliminated

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