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 customer portfolios
Domain
Retail banking and lending
Required skills
consultative sales, needs-based assessments, lending solutions, risk management, regulatory compliance, community networking, credit recommendations, digital banking guidance
Preferred skills
entrepreneurial mindset, creative problem solving, social media proficiency, tablet/smartphone usage, financial services experience
Technologies
digital banking platforms, online tools, tablets, smartphones
Responsibilities
Proactively engage customers and prospects to identify financial solutions; recommend tailored products including everyday banking, investments, lending, and home financing; support customer transactions and resolve issues; apply risk management frameworks to protect bank assets; make credit recommendations for personal lending; identify suspicious activity related to money laundering; maintain knowledge of legal and regulatory requirements; collaborate within the branch team.
Seniority
Mid-level, hands-on IC