Retail Relationship Banker
Core
Delivers exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions including everyday banking, retail investments, lending, and home financing.
Role type
Retail Relationship Banker
Builds
Customer relationships and financial solutions for individuals and small businesses
Domain
Retail Banking
Deliverable
product features
Required skills
Needs assessment, credit recommendations, regulatory compliance, risk management, consultative sales, digital banking guidance, community relationship building
Preferred skills
Financial services experience, social media and mobile tool proficiency, creative problem solving
Technologies
Tablets, smartphones, online banking tools, Nationwide Mortgage Licensing System and Registry
Responsibilities
Proactively engage customers to grow loyalty and identify opportunities, complete needs assessments to recommend tailored solutions, support customer transactions, resolve issues from credit audits, apply risk management frameworks, make credit recommendations for personal lending, identify suspicious activity patterns, maintain knowledge of products and regulations
Seniority
Mid-level, hands-on IC