Relationship Banker-Remote

BMO • Peoria, IL

417d • $41,715 - $63,700

About The Position

The Relationship Banker position at BMO Financial Group is a remote role focused on understanding customer needs and providing credit and lending-related sales and services. The banker advises customers on lending strategies and products, ensuring exceptional customer service while adhering to regulatory requirements. This role involves managing customer applications, collaborating with internal stakeholders, and maintaining confidentiality of customer information.

Requirements

• 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.
• Knowledge of personal banking products.
• Knowledge of competitive marketplace and trends in product offerings.
• Knowledge of contact centre operational processes and policies.
• Knowledge of call centre technology, processes and metrics.
• If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
• Good verbal & written communication skills.
• Good organization skills.
• Good collaboration & team skills.
• Good analytical and problem-solving skills.

Responsibilities

• Understand customer needs and provide credit and lending-related sales and service to BMO customers or prospects.
• Advise customers on lending/credit strategies and products that meet their objectives.
• Fulfills sales and service activities for the customer in accordance with approved procedures.
• Integrate marketing promotions and programs into customer conversations when appropriate.
• Deliver exceptional customer service that builds trust through expertise, providing responsive service and support.
• Contact customers to obtain necessary information to manage their application and keep them informed of the status/result of the credit application.
• Stay abreast of consumer needs, industry trends, and best practices related to products and services provided.
• Handle incoming calls in an informed, professional, and efficient manner.
• Escalate complex or unresolved customer situations to managers as required.
• Perform any required activities to ensure customer's requests are accurately processed.
• Collaborate with internal and external stakeholders to deliver on business objectives.
• Manage all transactional outcomes of customer calls or refer to appropriate internal business groups.
• Maintain confidentiality of customer and Bank information.
• Identify and report suspicious patterns of activity related to money laundering.
• Adhere to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements.
• Complete complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyze issues and determine next steps.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives
• Discretionary bonuses
• Other perks and rewards

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed