Retail Relationship Banker
Core
Deliver 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 services for individual and small business customers
Domain
Retail Banking / Consumer Finance
Deliverable
product features
Required skills
Needs-based financial assessments, credit recommendation, regulatory compliance, risk management, customer relationship building, digital banking guidance, sales and service integration
Preferred skills
Spanish language proficiency, experience in financial services, consultative sales approach, social media and digital tool proficiency
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; apply risk management frameworks to protect bank assets; make credit recommendations for personal lending; identify and report suspicious activity related to money laundering; maintain knowledge of legal, regulatory, and product trends
Seniority
Mid-level, hands-on IC