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 / Financial Services
Deliverable
client delivery
Required skills
Needs-based assessment, consultative sales, credit analysis, risk management, regulatory compliance, customer relationship building, product knowledge (investments/lending), digital banking guidance.
Preferred skills
Experience in financial services, social media and mobile tool proficiency, results-driven mindset, adaptability to multi-branch environments.
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 and resolve issues; apply risk management frameworks to protect assets; make credit recommendations for personal lending; identify and report suspicious activity related to money laundering; maintain knowledge of legal and regulatory requirements.
Seniority
Mid-level, hands-on IC