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
Personal banking products, lending solutions, and small business solutions for BMO customers
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
needs-based assessments, credit recommendations, risk management framework application, regulatory compliance, customer relationship building, financial product knowledge
Preferred skills
consultative sales experience, digital tool proficiency, community engagement
Technologies
tablets, smartphones, online banking tools
Responsibilities
Proactively engage customers to grow loyalty and identify opportunities; recommend tailored financial solutions; support customer transactions; resolve issues from credit audits; apply risk management to protect bank assets; make credit recommendations for personal lending; identify suspicious activity patterns; maintain knowledge of legal and regulatory requirements
Seniority
Entry to Mid-level, hands-on IC