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
Customer relationships and financial solutions for individuals and small businesses
Domain
Retail Banking
Deliverable
product features
Required skills
Needs-based assessments, tailored financial solution recommendations, digital banking guidance, credit analysis, risk management framework application, regulatory compliance, community relationship building
Preferred skills
Experience in financial services, consultative sales approach, social media and digital tool proficiency, creative problem solving
Technologies
Tablets, smartphones, online banking tools, digital self-serve platforms
Responsibilities
Proactively engage customers to grow loyalty and identify opportunities, complete needs assessments for tailored 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, make credit recommendations for personal lending, integrate marketing promotions into conversations, identify and report suspicious activity related to money laundering
Seniority
Mid-level, hands-on IC