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Retail Relationship Banker

BMO FinancialKennewick, WA🇺🇸United States

Quick overview

Salary$41.7k/yr
SeniorityMid Senior
Work modeHybrid
LocationKennewick, WA, United States

Job description

Retail Relationship Banker | Kennewick, WA | Hybrid

We're hiring on behalf of a leading financial institution known for its commitment to empowering customers and communities. This organization fosters a collaborative environment where professionals can make a real impact, offering robust training and opportunities for growth. Join a team dedicated to providing exceptional service and innovative financial solutions.

The Role

  • Proactively engage with existing customers and prospects to understand their financial needs through needs-based assessments.
  • Provide tailored advice and guidance on a range of financial solutions, including everyday banking, investments, lending, and small business products.
  • Assist customers with their transaction needs and guide them on leveraging digital and self-serve banking options.
  • Build new relationships within the community by generating appointments and expanding the bank's reach.
  • Address customer inquiries and resolve issues, ensuring accurate data entry and compliance with lending policies.
  • Contribute to the overall success of a collaborative branch and market team, driving business objectives and enhancing customer experience.

What You'll Need

  • 2-3 years of relevant experience in financial services, with a post-secondary degree or equivalent combination of education and experience.
  • Proven experience in a consultative customer service or sales role, with a passion for delivering personalized customer experiences.
  • Working knowledge of personal and small business customer needs, retail investments, and lending products.
  • Proficiency in using social media, mobile devices, and online tools for customer engagement.
  • Strong interpersonal, communication, organizational, and problem-solving skills.
  • Courage and confidence to approach customers and a readiness to collaborate within a team environment.

What's On Offer

  • Competitive salary range with potential for commission structure.
  • Comprehensive total compensation package including performance-based incentives and bonuses.
  • Access to health insurance, tuition reimbursement, life and accident insurance, and retirement savings plans.
  • Opportunities for professional development through in-depth training and coaching.
  • A supportive team environment with opportunities to grow and make a significant impact.

Apply via Haystack today!

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