Retail Relationship Banker page is loaded Retail Relationship Banker Apply locations San Francisco, CA, USA | time type Full time | posted on Posted 10 Days Ago | job requisition id R250012745 Application Deadline: 06/01/2025 Address: 2675 San Bruno Ave. Job Family Group: Retail Banking Sales & Service Bilingual in English and Chinese Language is preferred. 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, G, and the S.A.F.E. Act. Requires Federal registration with the Nationwide Mortgage Licensing System. A criminal background review and credit history evaluation will be conducted. Restrictions on performing as a real estate agent may apply. Proactively engages with customers and prospects, providing needs-based assessments to grow loyalty and identify opportunities. Engages customers to identify financial needs, recommend solutions, and promote digital and self-serve banking options. Supports customer transactions and builds relationships within the community. Addresses questions, resolves issues, and ensures compliance with legal and regulatory requirements. Applies risk management principles to protect assets and maintain portfolio quality. Makes credit recommendations for personal lending, including home financing, based on sound principles. Works as part of a collaborative branch and market team. Probes to understand customer needs and incorporates marketing promotions into conversations. Organizes work to ensure accuracy and completeness. Finds creative ways to personalize customer experiences and improve branch service. Contributes to business results and overall customer experience. May work at multiple branches; work schedule may vary. Follows risk and compliance policies to safeguard assets and privacy. Stays informed about market trends, legal and regulatory environment, and industry standards. Identifies suspicious activity related to money laundering. Ensures legal and regulatory compliance. Handles complex tasks and escalations as needed. Analyzes issues and determines next steps. Qualifications: Typically 2-3 years relevant experience; post-secondary degree or equivalent preferred. Canada-specific: Completed registration to sell investment products. Appropriate lending qualifications and designations. Knowledge of personal and small business banking needs, retail investments, and lending products. Experience in financial services and familiarity with social media, digital tools. Customer service or sales experience with a focus on personal experience. Results-driven, resourceful, and confident in approach. Strong interpersonal, listening, problem-solving, and flexible response skills. Good verbal and written communication, organization, collaboration, and analytical skills. Salary: $50,100.00 - $80,400.00 Pay Type: Salaried Salaries vary based on location, skills, experience, education, and may include incentives and perks. For more details, 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. We aim to create positive change for our customers, communities, and employees. We support your growth with training, coaching, and resources to help you succeed. Visit us at http://jobs.bmo.com/us/en BMO is an equal opportunity employer. We evaluate applicants without regard to protected characteristics and consider those with criminal histories, in accordance with laws. We provide reasonable accommodations for individuals with disabilities. Contact BMOCareers.Support@bmo.com for assistance. Note to Recruiters: BMO does not accept unsolicited resumes unless through a formal agreement. Resumes sent unsolicited will be considered property of BMO, and no fee will be paid for such placements.

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