Retail Relationship Banker
Core
Delivers 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
Builds
Personal banking products, lending solutions, and small business financial services
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
Needs-based assessment, consultative sales, credit analysis, risk management, regulatory compliance, customer relationship building, digital banking guidance
Preferred skills
Experience in financial services, knowledge of personal and small business customer needs, proficiency with digital tools and applications
Technologies
Tablets, smartphones, online banking tools, digital self-serve platforms
Responsibilities
Proactively engage customers to complete needs assessments and recommend tailored financial solutions; support customer transactions and resolve issues via consumer credit audits; make credit recommendations for personal lending and home financing; apply risk management frameworks to protect bank assets; identify and report suspicious activity related to money laundering; integrate marketing promotions into customer conversations; maintain knowledge of legal and regulatory requirements.
Seniority
Entry to Mid-level, hands-on IC