Talent.com
Retail Relationship Banker

Retail Relationship Banker

Bank of MontrealLouisville, CO, US
30+ days ago
Job type
  • Part-time
Job description

Application Deadline :

08 / 30 / 2025

Address :

865 E. South Boulder Rd.

Job Family Group :

Retail Banking Sales & Service

Louisville North branch

Delivers 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 with BMO partners to deliver the desired customer experience and achieve overall business objectives.

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.

  • 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 branch customer experience.
  • Contributes to business results and the overall experience delivered in the branch.
  • May work at multiple branches 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.
  • 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.
  • Canada only : 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.
  • Salary :

    41,715.00 - $67,000.00

    Pay Type : Salaried

    The above represents BMO Financial Group's pay range and type.

    Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

    BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit : https : / / jobs.bmo.com / global / en / Total-Rewards

    About Us

    At BMO 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 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 http : / / jobs.bmo.com / us / en

    BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

    BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [email protected] and let us know the nature of your request and your contact information.

    Note to Recruiters : BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

    Create a job alert for this search

    Relationship Banker • Louisville, CO, US

    Related jobs
    • New!
    Retail Relationship Banker

    Retail Relationship Banker

    BMO FinancialLouisville, CO, United States
    Part-time
    Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the b...Show moreLast updated: 6 hours ago
    Retail Relationship Banker

    Retail Relationship Banker

    BMOLouisville, CO, USA
    Full-time +1
    Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the b...Show moreLast updated: 30+ days ago
    • Promoted
    PERSONAL BANKER - Middletown

    PERSONAL BANKER - Middletown

    Stock Yards Bank & Trust Co.Louisville, KY, US
    Full-time
    As a Personal Banker aka Service Associate, your day will be filled with opportunities to complete face-to-face customer banking transactions, sell and cross-sell bank products and services, and pr...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Wealth Management Banker

    Wealth Management Banker

    U.S. BankBoulder, CO, US
    Full-time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show moreLast updated: less than 1 hour ago
    • Promoted
    Teller Retail Banker

    Teller Retail Banker

    Woodforest National BankLouisville, KY, US
    Full-time
    Take the next step toward your new career today!.Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodf...Show moreLast updated: 30+ days ago
    • Promoted
    Personal Banker

    Personal Banker

    PNC Financial Services Group, Inc.Louisville, KY, US
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 30+ days ago
    • Promoted
    PERSONAL BANKER - Middletown

    PERSONAL BANKER - Middletown

    Stock Yards Bank and TrustLouisville, KY, US
    Full-time
    As a Personal Banker aka Service Associate, your day will be filled with opportunities to complete face-to-face customer banking transactions, sell and cross-sell bank products and services, and pr...Show moreLast updated: 30+ days ago
    Business Banker

    Business Banker

    F.N.B. CorporationNon - FNB Location - Mid-Atlantic Region, US
    Full-time
    This position is primarily responsible for developing new business relationships and servicing current business relationships, maintaining a prospective customer call program, networking referral s...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Banker - Louisville, KY

    Relationship Banker - Louisville, KY

    JPMorgan Chase & Co.Louisville, KY, US
    Full-time
    You have a passion for helping customers, building relationships, and delivering extraordinary customer service.You are energetic and enthusiastic as the face of Chase to our retail branch customer...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Banker

    Relationship Banker

    Old National BankLouisville, KY, US
    Full-time
    Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...Show moreLast updated: 4 days ago
    • Promoted
    Relationship Banker- Hillview

    Relationship Banker- Hillview

    TruistLouisville, KY, US
    Full-time +2
    The position is described below.If you want to apply, click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application, you'll be invited to crea...Show moreLast updated: 3 days ago
    Relationship Banker (MLO)

    Relationship Banker (MLO)

    PNCLouisville, KY, USA
    Full-time
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.As a(n) [position title] w...Show moreLast updated: 30+ days ago
    Universal Banker

    Universal Banker

    MidWestOne BankFair, IA, US
    Full-time
    At MidWestOne, our people are number one in everything we do.We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success.If ...Show moreLast updated: 30+ days ago
    PERSONAL BANKER

    PERSONAL BANKER

    Valley BankNY, US
    Full-time
    Responsibilities include, but are not limited to : .Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and ...Show moreLast updated: 30+ days ago
    Personal Banker

    Personal Banker

    PNC Bank NAOkolona , KY
    Full-time +1
    Acquires and deepens the branch customer base through a variety of proactive sales and service activities.Manages the customer experience by identifying opportunities to improve the customer's fina...Show moreLast updated: 10 days ago
    • Promoted
    • New!
    GCM Relationship Manager

    GCM Relationship Manager

    VirtualVocationsBoulder, Colorado, United States
    Full-time
    A company is looking for a GCM Relationship Manager II.Key Responsibilities Manage client relationships and daily administration of Global Capital Markets accounts Coordinate activities related ...Show moreLast updated: 3 hours ago
    Citizens Banker

    Citizens Banker

    CitizensRI, United States
    Full-time
    Citizens Bankers are the face of the branch.They devote their time getting to know their customers and building lasting relationships by providing trusted advice. Are you outgoing? Do you get satisf...Show moreLast updated: 30+ days ago
    Relationship Banker

    Relationship Banker

    Bank of AmericaThornton
    Full-time
    This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.Key respo...Show moreLast updated: 30+ days ago