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 solutions.
Role type
Retail Relationship Banker (Sales & Service)
Builds
Customer relationships and financial solutions for individuals and small businesses
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
Needs-based assessment, consultative sales, credit recommendation, risk management framework application, regulatory compliance, digital banking guidance, community relationship building
Preferred skills
Bilingual (English/Spanish), investment product registration, lending designations, social media proficiency
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; offer advice on digital and self-serve options; support customer transactions; generate appointments and build new community relationships; resolve issues from consumer credit audits; 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 products, trends, and legal/regulatory environments.
Seniority
Mid-level, hands-on IC