Retail Relationship Banker
Core
Deliver exceptional service to BMO customers by identifying needs and providing tailored financial solutions including everyday banking, retail investments, lending, and small business services.
Role type
Retail Relationship Banker
Builds
Customer relationships and financial solutions for individuals and small businesses
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
Needs assessment, credit analysis, risk management, regulatory compliance, consultative sales, digital banking guidance, community engagement
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 for needs assessments, recommend tailored financial solutions, support transactions, resolve credit audit issues, apply risk management frameworks, make credit recommendations, identify suspicious activity, maintain regulatory compliance
Seniority
Mid-level, hands-on IC