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 solution recommendations, digital banking guidance, credit recommendations, risk management framework application, regulatory compliance, suspicious activity reporting, consultative sales approach
Preferred skills
Experience in financial services, social media and mobile tools proficiency, results-driven mindset, creative problem solving
Technologies
Tablets, smartphones, online banking tools, credit audit systems
Responsibilities
Proactively engage customers to grow loyalty and identify opportunities, complete needs assessments and recommend tailored financial solutions, support customer transactions, resolve issues from consumer credit audits, apply risk management to protect bank assets, make credit recommendations for personal lending, identify and report suspicious activity patterns, maintain knowledge of personal banking products and trends
Seniority
Mid-level, hands-on IC