Financial Services Professional

5 days ago


Windsor, Windsor and Maidenhead, United Kingdom BMO Bank of Montreal - Windsor Full time
Job Overview

We are seeking a motivated and customer-focused individual to join BMO Bank of Montreal - Windsor as a Commercial Banking Relationship Manager. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their financial needs, and providing advice and guidance on various financial solutions.

Key Responsibilities:
  1. Needs-Based Assessments: Engage with customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs.
  2. Customer Support: Offer clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
  3. Lending Services: 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.
  4. Risk Management: 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.
Salary and Benefits

The estimated salary range for this role is $35,700.00 – $66,100.00 per year, depending on qualifications and experience. This is a full-time position based in Windsor, ON.



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