Retail Relationship Banker
Core
Delivers 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
Builds
Personal banking products, lending solutions, and small business solutions for BMO customers
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
Needs-based assessments, credit recommendations, risk management framework application, regulatory compliance, customer relationship building, financial product knowledge
Preferred skills
Experience in financial services, consultative sales experience, digital tool proficiency
Technologies
Social media, tablets, smartphones, online banking applications
Responsibilities
Proactively engage customers to grow loyalty and identify opportunities, complete needs assessments to recommend tailored financial solutions, support customer transactions, resolve issues from 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 current knowledge of personal banking products and trends
Seniority
Mid-level, hands-on IC