Retail Relationship Banker
Core
Delivers exceptional service to BMO customers and prospects by identifying needs and providing advice on financial solutions including everyday banking, retail investments, lending, and small business solutions.
Role type
Retail Relationship Banker
Builds
Customer relationships and financial solutions for individuals and small businesses
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
Needs-based assessment, credit recommendations, risk management framework application, regulatory compliance, digital banking guidance, community relationship building, financial product knowledge
Preferred skills
Consultative sales experience, social media and digital tool proficiency, problem-solving, adaptability to varying shifts
Technologies
Tablets, smartphones, online banking tools, digital self-serve platforms
Responsibilities
Proactively engage customers to complete needs assessments and recommend tailored financial solutions; support customer transactions and resolve issues via 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 knowledge of legal, regulatory, and market trends.
Seniority
Entry to Mid-level, hands-on IC