BMO US

Retail Relationship Banker

BMO US(2 months ago)

Naples, FLOnsiteFull TimeMedior$41,714 - $65,000Retail Banking Sales & Service
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About this role

A Personal Banking Advisor at BMO provides customer-facing support in branch and market locations, representing the bank’s retail banking services. The role focuses on building customer relationships, offering tailored financial guidance, and supporting branch and business objectives within applicable regulatory and risk frameworks.

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Required Skills

  • Customer Service
  • Needs Assessment
  • Sales
  • Relationship Building
  • Lending
  • Home Financing
  • Retail Investments
  • Risk Management
  • Compliance
  • Digital Banking

+5 more

Qualifications

  • Post-Secondary Degree (Desirable)
  • Registration To Sell Investment Products
  • Lending Qualifications
  • NMLS Registration (US)
  • Criminal Background Check
  • Credit History Evaluation
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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