De Novo Retail Relationship Banker
Core
Launch new BMO branch locations and drive client growth through consultative sales and relationship building.
Role type
Retail Relationship Banker (Branch Expansion)
Builds
New branch locations and community banking relationships
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
Needs-based financial assessments, lending solutions (home financing, business-for-self), retail investments, digital banking guidance, credit recommendations, risk management framework application, regulatory compliance, community networking
Preferred skills
Entrepreneurial mindset, creativity, consultative sales experience, social media proficiency, problem-solving
Technologies
Tablets, smartphones, online banking tools, mortgage licensing systems
Responsibilities
Proactively engage customers and prospects for needs assessments, recommend tailored financial solutions, support customer transactions, resolve credit audit issues, apply risk management frameworks, make credit recommendations, identify suspicious activity patterns, maintain knowledge of banking products and regulations
Seniority
Mid-level, hands-on IC
