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
Tailored financial solutions and banking relationships for individual and small business customers
Domain
Retail Banking / Consumer Finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Needs-based assessment, consultative sales, credit recommendation, risk management framework application, regulatory compliance, customer relationship building, financial product knowledge
Preferred skills
Experience in financial services, social media and digital tools proficiency, creative problem solving
Technologies
Tablets, smartphones, online banking tools, Nationwide Mortgage Licensing System and Registry (NMLS)
Responsibilities
Proactively engage customers to grow loyalty and identify opportunities, complete needs assessments to recommend tailored solutions, support customer transactions, resolve issues from credit audits, make credit recommendations for personal lending, identify suspicious activity patterns, apply risk management frameworks to protect assets
Seniority
Mid-level, hands-on IC