Racine-Recruiter Since 2001
the smart solution for Racine jobs

Retail Relationship Banker

Company: Bank of Montreal
Location: Racine
Posted on: April 8, 2021

Job Description:

Address:4100 Durand AvenueJob Family Group:Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.Supports customer transactions needs based on customer traffic.Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer's experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall customer experience.Contributes to business results and the overall experience delivered.May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Escalates complex or unresolved customer situations to managers as required.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Registration to sell investment products completed - as appropriate for the jurisdiction.Appropriate lending qualifications and designations.Working knowledge of personal and small business customer needs and solutions.Working knowledge of retail investments and lending products.Experience in financial services is an asset.Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.Passionate commitment to helping our customers.Drive to deliver a personal customer experience.A focus on results and the ability to thrive in a consultative sales and team-based environment.Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.We're here to helpAt BMO Harris Bank we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmoharris.com .BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Keywords: Bank of Montreal, Racine , Retail Relationship Banker, Hospitality & Tourism , Racine, Wisconsin

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Hospitality & Tourism Jobs


Receptionist - Block Advisors
Description: What you'll do... br br Do people think of you as friendly Are you able to work in a fast-paced environment Block Advisors is seeking customer-centric seasonal Receptionists who can work in multiple (more...)
Company: H&R Block
Location: Orland Park
Posted on: 04/14/2021

Delivery Driver / Courier
Description: Your time. Your Goals.What is DoorDashAvailable in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, wider nets, stronger (more...)
Company: Doordash
Location: Wheaton
Posted on: 04/14/2021

Server Assistant - Busser - Expeditor
Description: Description: br Love your job at Texas Roadhouse Join our family and work in a high-volume restaurant filled with fun. br Are you interested in working with people in a fun and fast-paced environment (more...)
Company: Texas Roadhouse
Location: Mount Prospect
Posted on: 04/14/2021


Customer Service Advisor
Description: Start Your New Career Today enjoy job stability with Jiffy Lube as an Essential Business IMMEDIATELY HIRING ----Safety is our priority COVID-19 protocols are in place --Team Car Care owns and operates (more...)
Company: Jiffy Lube
Location: Lombard
Posted on: 04/14/2021

Retail Office Associate
Description: Retail Office AssociatesPart-Time Career OpportunitiesAt Bob's Discount Furniture, we have fun, we love what we do and it shows in our expansive growth Our Retail Office Associates are the cornerstones (more...)
Company: Bob's Discount Furniture
Location: Orland Park
Posted on: 04/14/2021

Restaurant Delivery
Description: Your time. Your Goals. What is DoorDash Available in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, wider nets, (more...)
Company: Doordash
Location: Oak Lawn
Posted on: 04/14/2021

Retail Fulfillment Associate
Description: About: br Macy's is proudly America's Department Store. There's a reason we've been around for 160 years. Customers come to us for fashion, value and celebration. Macy's is also known for giving back (more...)
Company: Macy's
Location: Orland Park
Posted on: 04/14/2021

Restaurant Delivery - Start Delivering Today
Description: Your time. Your Goals. What is DoorDash Available in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, wider nets, (more...)
Company: Doordash
Location: Wheaton
Posted on: 04/14/2021

Retail Store Manager
Description: WANT TO LOVE GOING TO WORK EVERY DAY br If you are--- ul li A pet lover who is fanatical about all aspects of providing outstanding customer experiences li A problem solver and enjoys taking (more...)
Company: Two Bostons
Location: Wheaton
Posted on: 04/14/2021

Line Cook - Now Hiring
Description: Role Overview br br Our Heart of House Team Members are responsible for setting the pace for a great shift, every shift. They provide dependable, fast service that is absolutely Chili's. If you take (more...)
Company: Chilis
Location: Hoffman Estates
Posted on: 04/14/2021

Log In or Create An Account

Get the latest Wisconsin jobs by following @recnetWI on Twitter!

Racine RSS job feeds