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 retail and small business clients
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
needs-based assessments, tailored financial solution recommendations, digital banking guidance, credit analysis, risk management framework application, regulatory compliance, community relationship building, marketing program integration, suspicious activity reporting
Preferred skills
consultative sales experience, financial services background, social media and tablet proficiency, creative problem solving
Technologies
digital and self-serve banking platforms, online tools, tablets, smartphones
Responsibilities
Proactively engage customers to grow loyalty and identify opportunities; complete needs assessments and recommend tailored solutions; support customer transactions; generate appointments and build community relationships; resolve issues from credit audits; apply risk management frameworks; make credit recommendations for personal lending; identify and report suspicious activity patterns; maintain knowledge of products and regulatory environment
Seniority
Entry to Mid-level, hands-on IC