Retail Relationship Banker
BMO Bank
Olathe, KS
10/31/22 - Current
- Proactively outreach with existing clients to provide needs based assessments to grow and identify immediate and future opportunities. Offers guidance for clients on products that fits their needs/goals. Organizes work information to ensure accuracy and completeness
- Completed documentation for new accounts in alignment with bank policies and procedures.
- Identified and resolved complex client service issues to deliver exceptional customer service.