BMO US

Retail Relationship Banker

BMO US(2 months ago)

Appleton, WI, United StatesOnsiteFull TimeMedior$41,714 - $65,000Retail Banking Sales & Service
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About this role

Customer-facing banking role at BMO delivering personalized financial advice and solutions to customers and prospects. The position focuses on building relationships, assessing needs, and providing guidance on personal and small business banking, investments, and lending. The role involves collaboration across branches and channels to support customer experience and achieve business objectives.

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Required Skills

  • Customer Service
  • Needs Assessment
  • Sales
  • Lending
  • Home Financing
  • Digital Banking
  • Risk Management
  • Compliance
  • Credit Analysis
  • Interpersonal Skills

+3 more

Qualifications

  • Post-Secondary Degree (desirable)
  • Registration To Sell Investment Products (Canada)
  • Lending Qualifications And Designations
  • NMLS Registration (U.S. - as required)
  • Criminal Background Check
BMO US

About BMO US

bmo.com

BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.

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