Retail Relationship Banker
Core
Deliver exceptional service to BMO customers and prospects by identifying needs and providing tailored financial solutions including everyday banking, retail investments, lending, and small business services.
Role type
Retail Relationship Banker
Builds
Personal banking products, lending solutions, and small business services for BMO customers
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
Needs-based assessment, consultative sales, credit analysis, risk management, regulatory compliance, customer relationship building, product knowledge integration
Preferred skills
Experience in financial services, social media and digital tools proficiency, creative problem solving
Technologies
Tablets, smartphones, online banking tools, digital self-serve platforms
Responsibilities
Proactively engage customers to grow loyalty and identify opportunities, complete needs assessments and recommend tailored financial solutions, support customer transactions, resolve issues from credit audits, apply risk management frameworks, make credit recommendations for personal lending, identify suspicious activity patterns, maintain knowledge of market trends and regulations
Seniority
Entry to Mid-level, hands-on IC