De Novo Retail Relationship Banker
Core
Launch new BMO branch locations and drive client growth through consultative sales and relationship building.
Role type
Senior IC retail relationship banker (branch expansion)
Builds
New branch locations and tailored financial solutions for personal and small business customers
Domain
Retail banking and consumer lending
Deliverable
product features
Required skills
consultative sales, needs-based financial assessments, credit risk analysis, regulatory compliance, community networking, digital banking adoption
Preferred skills
entrepreneurial mindset, creative problem solving, social media proficiency
Technologies
tablets, smartphones, online banking tools
Responsibilities
Proactively engage customers to identify financial solutions and recommend tailored products; conduct needs assessments for everyday banking, investments, and lending; support customer transactions and resolve issues; apply risk management frameworks to protect bank assets; make credit recommendations for personal loans and home financing; identify suspicious activity related to money laundering; collaborate with branch teams to improve customer experience.
Seniority
Mid-level, hands-on IC
