Retail Relationship Banker
BMO US(24 days ago)
About this role
A Personal Banking Representative at BMO’s Los Altos Branch serves as a frontline advisor delivering exceptional service to customers and prospects. The role focuses on understanding customer needs, guiding them to appropriate financial solutions and digital channels, and supporting branch business objectives and customer experience.
Required Skills
- Customer Service
- Sales
- Needs Assessment
- Lending
- Home Financing
- Retail Investments
- Digital Banking
- Risk Management
- Compliance
- Relationship Building
+3 more
Qualifications
- Post-Secondary Degree
- Registration To Sell Investment Products
- Lending Qualifications
- NMLS Registration
About BMO US
bmo.comBMO 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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