Why this role stands out
This hybrid Retail Relationship Banker role at BMO Financial offers a fantastic opportunity to grow your career in finance, build strong client relationships, and make a tangible impact on customer financial well-being. You'll thrive here if you are a proactive, client-focused individual eager to develop your advisory and sales skills within a reputable organization. Apply now to join a supportive team and leverage your expertise to help clients achieve their financial goals.
Quick overview
Job description
Retail Relationship Banker | Des Plaines, IL, United States | Hybrid | $41,714.00 - $69,000.00
This employer is a leading financial institution committed to helping customers, communities, and themselves grow. They foster a culture where individuals are valued, respected, and empowered to make a positive impact from day one.
The Role
- Delivers exceptional service to customers and prospects, identifying needs and providing tailored financial advice and solutions.
- Proactively engages existing customers and prospects through needs-based assessments to build loyalty and uncover opportunities.
- Recommends appropriate banking, retail investment, lending, and small business solutions based on customer assessments.
- Educates clients on digital and self-serve options to simplify their banking experience.
- Contributes to business growth by building new relationships within the community and generating appointments.
- Addresses customer inquiries and resolves issues, ensuring compliance with regulatory requirements and lending policies.
What You'll Need
- Typically 2-3 years of relevant experience, with a post-secondary degree or equivalent combination of education and experience.
- Working knowledge of personal and small business customer needs and solutions.
- Experience with retail investments and lending products.
- Proven experience in consultative customer service or sales, with a drive for personalized customer experiences.
- Strong interpersonal skills, with an aptitude for listening, problem-solving, and creative responses to challenges.
- Bilingual Spanish proficiency is preferred.
What's On Offer
- Competitive salary range with potential for commission structure.
- Comprehensive total compensation package including incentives, discretionary bonuses, and other rewards.
- Access to health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
- Opportunities for professional development, training, coaching, and network-building.
Apply via Haystack today!
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