Retail Relationship Banker - Carson City - Bank of Montreal

    Bank of Montreal
    Bank of Montreal Carson City

    1 week ago

    Description

    Job Description:

    • Delivers exceptional service to customers and prospects.
    • Identifies customer needs and provides advice on financial solutions.
    • Works collaboratively within the branch and through various channels to deliver a desired customer experience.

    JOB RESPONSIBILITIES
  • Takes lead in proactively engaging with existing customers by providing needs-based assessments to grow loyalty.

 


Key Responsibilities
  • Liaise closely with colleagues including sales managers
    , Relationship Managers (banking)and Private Client Executives(PCEs)
    . They can provide information about products that you may not know about such as BMO Wealth Counselor services which offer fee based investment advice . Also they have knowledge about our lending business .They also refer opportunities when appropriate ,
    .Preferably those clients who fit well into your relationship patch ,making introductions where possible.


  • Work in company

    Relationship Banker

    Only for registered members

    This role involves engaging clients in the lobby to educate them on conducting transactions through self-service resources such as mobile banking online banking or ATM accurately processing cash transactions for clients as needed having deep conversations with clients to gain kno ...

    Carson City

    1 week ago

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    Relationship Banker

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  • Work in company

    Retail Relationship Banker

    Only for registered members

    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. · ...

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  • Work in company

    Retail Relationship Banker

    Only for registered members

    Delivers exceptional service to BMO customers and prospects. · Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. · Takes a lead in proactively engaging with ex ...

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  • Work in company

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