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
Tailored financial solutions and customer relationships
Domain
Retail Banking
Deliverable
product features
Required skills
Needs-based assessments, 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
Technologies
Tablets, smartphones, online banking tools
Responsibilities
Proactively engage customers for needs assessments, 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
Mid-level, hands-on IC