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 individual and small business customers
Domain
Retail Banking / Consumer Finance
Deliverable
product features
Required skills
Needs-based assessment, consultative sales, credit recommendation, risk management framework application, regulatory compliance, customer relationship building, digital banking guidance
Preferred skills
Spanish language proficiency, experience in financial services, consultative customer service background
Technologies
Social media platforms, tablets, smartphones, online banking tools
Responsibilities
Proactively engage customers to grow loyalty and identify opportunities, complete needs assessments to recommend tailored financial solutions, offer advice on digital and self-serve options, support customer transactions, generate appointments and build community relationships, address questions and resolve issues from consumer credit audits, apply risk management framework to protect bank assets, make credit recommendations for personal lending, integrate marketing promotions into customer conversations, identify and report suspicious activity related to money laundering, comply with legal and regulatory requirements
Seniority
Mid-level, hands-on IC