BMO US

Retail Relationship Banker

BMO US(30 days ago)

San Jose, CAOnsiteFull TimeMedior$50,100 - $82,800Retail Banking Sales & Service
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About this role

A Personal Banking Advisor at BMO delivers exceptional service to customers and prospects by identifying financial needs and providing advice on personal and small business banking solutions. The role supports branch and market objectives through customer engagement, relationship-building, and promoting digital and self-serve options while maintaining regulatory and risk standards.

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Required Skills

  • Customer Service
  • Needs Assessment
  • Personal Lending
  • Home Financing
  • Small Business
  • Digital Banking
  • Sales
  • Risk Management
  • Credit Analysis
  • Communication

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Qualifications

  • Post-secondary Degree
  • Registration To Sell Investment Products
  • Appropriate Lending Qualifications and Designations
  • NMLS Registration
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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