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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. 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.

YEAR

<div><div><div><div><div><div><div>Application Deadline:</div></div></div></div></div></div></div>07/02/2026Address:2223 Main StreetJob 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.<ul><li>Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.</li><li>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).</li><li>Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.</li><li>Supports customer transactions needs based on customer traffic.</li><li>Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.</li><li>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.</li><li>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.</li><li>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.</li><li>Acts as a key member of a collaborative and versatile branch and market team.</li><li>Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.</li><li>Organizes work information to ensure accuracy and completeness.</li><li>Takes the initiative to find creative approaches that make each customer’s experience feel personal.</li><li>Looks for ways to contribute to the ongoing improvement of the overall customer experience.</li><li>Contributes to business results and the overall experience delivered.</li><li>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.</li><li>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.</li><li>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.</li><li>Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.</li><li>Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.</li><li>Complies with legal and regulatory requirements for the jurisdiction.</li><li>Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.</li><li>Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.</li><li>Analyzes issues and determines next steps.</li><li>Broader work or accountabilities may be assigned as needed.</li><li>Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.</li></ul>Qualifications:<ul><li>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.</li><li>Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.</li><li>Appropriate lending qualifications and designations.</li><li>Working knowledge of personal and small business customer needs and solutions.</li><li>Working knowledge of retail investments and lending products.</li><li>Experience in financial services is an asset.</li><li>Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.</li><li>Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.</li><li>Passionate commitment to helping our customers.</li><li>Drive to deliver a personal customer experience.</li><li>A focus on results and the ability to thrive in a consultative sales and team-based environment.</li><li>Resourceful self-starter with courage and confidence to approach customers.</li><li>Readiness to collaborate and work in different capacities as part of a team.</li><li>Strong interpersonal skills, including the ability to build rapport and connections with customers.</li><li>An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.</li><li>Specialized knowledge.</li><li>Verbal & written communication skills - Good.</li><li>Organization skills - Good.</li><li>Collaboration & team skills - Good.</li><li>Analytical and problem solving skills - Good.</li></ul>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.Salary:<h2></h2>$41,714.00 - $65,000.00Pay Type: SalariedThe 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: <a href="https://jobs.bmo.com/global/en/Total-Rewards" rel="nofollow noopener noreferrer" target="_blank">https://jobs.bmo.com/global/en/Total-Rewards</a>About UsAt 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 <a href="http://jobs.bmo.com/us/en" rel="nofollow noopener noreferrer" target="_blank">http://jobs.bmo.com/us/en</a>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 BMOCareers.Support@bmo.com 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.

BMO Financial

Retail Relationship Banker

Analysis Skills

Bank Management

Banking Services

Business Solutions

Business Strategy

Coaching

Communication Skills

Community Relations

Consultative Sales

Consumer Loans

Credit Analysis

Credit Cards

Customer Escalations

Customer Experience

Customer Support/Service

Data Entry

Data Quality

Economic Growth

Financial Services

Interpersonal Skills

Legal

Licensing

Licensing Compliance

Loan Origination

Loan Policy

Loans

Money Laundering

Mortgage

Needs Assessment

Network Administration/Management

Network Support

Organizational Skills

Outbound Marketing

Presentation/Verbal Skills

Problem Solving Skills

Promotional Programs

Quality Management

Real Estate Sales

Recruiting/Staffing Agency

Regulations

Regulatory Compliance

Regulatory Requirements

Resolve Customer Issues

Retail

Retail Banking

Risk

Risk Analysis

Risk Management Framework (RMF)

Sales

Sales Prospecting

Service Delivery

Small Business

Smartphones

Social Media

Solution Sales

Team Player

Writing Skills

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FEED

Technical Skills: Proficient in Microsoft Office Suite (Word, Excel, Outlook) and comfortable learning new office software and office equipment. You will be the "face" of our office, greeting visitors and managing our front-desk operations, while also providing critical administrative support to various departments.

A career with ExacTech is more than just a job. It’s a commitment to making an impact. Our team members fabricate and build long lasting machines for harbors and marinas, and each employee is given the opportunity to continuously innovate. We look to our people to come up with the ideas that make all of our products and services better.ExacTech has been the top metal fabrication company Sturgeon Bay, Wisconsin, and have grown to be the fabricator to the world leader in the marine hoist industry. Our weldments can be seen all throughout the world with over 4,500 units in service. You'll be amazed by the products we weld and machine we make as well as the positive atmosphere you work in.Job DescriptionExactech is excited to be adding an experienced Administrative Assistant/Receptionist to our team. This full-time, hourly position is a dual role. You will be the "face" of our office, greeting visitors and managing our front-desk operations, while also providing critical administrative support to various departments. The ideal candidate is a proactive multitasker with very good communication skills and a customer-first attitude.As an Administrative Assistant/Receptionist, you will…<ul><li>Front-Desk Reception:<ul><li>Greet and welcome guests warmly as they arrive; maintain a professional and tidy lobby area.</li><li>Manage a multi-line phone system, directing calls and taking detailed messages as needed.</li><li>Oversee office security by following visitor protocols and managing guest logs.</li></ul></li><li>Administrative Operations:<ul><li>Assist with document production, including drafting reports, data entry, memos, and presentations.</li><li>Support inventory, scheduling, and accounting tasks as well as basic data entry, data reporting</li><li>Assist with incoming/outgoing mail, deliveries, and courier services.</li></ul></li></ul>Qualifications & Skills<ul><li>Education: High school diploma or GED required</li><li>Experience: 3 +years of experience in an administrative, data entry, receptionist or customer service role.</li><li>Technical Skills: Proficient in Microsoft Office Suite (Word, Excel, Outlook) and comfortable learning new office software and office equipment.</li><li>Soft Skills:<ul><li>Professional phone etiquette, clear verbal articulation.</li><li>Proven ability to multitask and prioritize deadlines in a fast-paced environment.</li><li>High level of discretion for handling confidential information</li><li>Strong interpersonal skills and the ability to build relationships across all organizational levels.</li></ul></li></ul>Employee Benefits<ul><li>Health, dental, vision, and life insurance plans available the first of the month following your date of hire</li><li>Eligibility in our 401K benefit plan with company match after 30 days of employment</li><li>Participation in the company’s semi-annual discretionary bonus plan</li><li>Paid vacation and holidays available upon hire</li><li>Health Saving Account (HSA) plan with employer contribution</li><li>Job training and advancement opportunities</li></ul>Come experience the ExacTech difference and give yourself the gift of feeling appreciated and valued!ExacTech is an EOE/AA (M/F/Vet/Disability/Gender Identity/Sexual Orientation) employer.

Marine Travelift and ExacTech

Administrative Assistant/Receptionist

Accounting

Administrative Skills

Compensation and Benefits

Establish Priorities

High School Diploma

Life Insurance

Metal Manufacturing

Microsoft Excel

Microsoft Office

Microsoft Outlook

Microsoft Word

Multitasking

Office Equipment

Reporting Skills

Security Monitoring

Telephone Skills

Time Management

Vision Plan

Welding

clearcompany

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Retail Relationship Banker BMO Financial

Administrative Assistant/Receptionist Marine Travelift and ExacTech

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