Retail Relationship Banker - Pico Rivera, CA
Core
A retail banker who assesses customer needs, provides tailored financial solutions (lending, investments, everyday banking), and manages credit risk for BMO customers.
Role type
Retail Relationship Banker
Builds
Personal lending transactions, retail investments, and everyday banking solutions for consumers and small businesses.
Domain
Retail Banking / Consumer Finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Needs-based financial assessment, credit analysis, regulatory compliance, risk management, consultative sales, relationship building, digital banking tools proficiency
Preferred skills
Bilingual (Spanish/English), investment product registration, small business solutions knowledge
Technologies
Tablets, smartphones, online banking tools, mortgage licensing systems
Responsibilities
Conduct needs assessments to recommend tailored banking and lending solutions; originate consumer loans and make credit recommendations; apply risk management frameworks to protect bank assets; resolve customer issues and address compliance questions; identify suspicious activity patterns; integrate marketing promotions into customer conversations.
Seniority
Entry to Mid-level, individual contributor