Senior Banker
Core
Deliver exceptional service to BMO customers and prospects by identifying needs and providing tailored financial solutions for personal and small business segments.
Role type
Senior IC Retail Banker (Sales & Service)
Builds
Personal and small business banking solutions, lending applications, and customer experiences
Domain
Retail Banking / Financial Services
Deliverable
product features | client delivery
Required skills
Financial analysis, complex lending application management, regulatory compliance, risk management, customer relationship management, consultative sales, branch operational processes
Preferred skills
Investment product registration, social media tools proficiency, creative problem solving
Technologies
Branch technologies, online tools, tablets, smart phones
Responsibilities
Develop and implement annual business development plans, build referral networks, conduct needs assessments, resolve customer issues, coordinate service requests, provide coaching, identify suspicious activity patterns, apply risk management frameworks
Seniority
Mid-Senior, hands-on IC