Retail Relationship Banker
Core
Deliver exceptional service to BMO customers and prospects by identifying needs and providing tailored financial solutions including everyday banking, retail investments, lending, and small business solutions.
Role type
Retail Relationship Banker (Sales & Service)
Builds
Customer relationships and BMO's business growth through needs-based assessments and tailored financial product recommendations.
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
Needs-based financial assessments, credit recommendation, regulatory compliance, risk management framework application, customer relationship building, digital banking guidance, small business solutions knowledge, personal lending expertise.
Preferred skills
Experience in financial services, consultative sales approach, social media and digital tools proficiency, community engagement.
Technologies
Tablets, smartphones, online banking tools, digital self-serve platforms.
Responsibilities
Proactively engage customers to complete needs assessments and recommend tailored financial solutions; support customer transactions and resolve issues via consumer credit audits; apply risk management frameworks to protect bank assets; make credit recommendations for personal lending; identify and report suspicious activity related to money laundering; maintain knowledge of legal, regulatory, and market trends.
Seniority
Mid-level, hands-on IC