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 experiences for individual and small business customers
Domain
Retail Banking / Consumer Finance
Deliverable
product features
Required skills
Needs-based assessment, consultative sales, credit recommendation, risk management framework application, regulatory compliance, customer relationship building, digital banking guidance
Preferred skills
Experience in financial services, social media and mobile tools proficiency, results-driven mindset, adaptability to multi-branch environments
Technologies
Digital banking platforms, tablets, smartphones, online tools, consumer credit audit systems
Responsibilities
Proactively engage customers to complete needs assessments and recommend tailored financial solutions; Support customer transactions and resolve issues through consumer credit audits; Apply risk management frameworks to protect bank assets and maintain lending portfolio quality; Make credit recommendations for personal lending transactions; Identify and report suspicious activity related to money laundering; Collaborate within the branch team to deliver desired customer experiences
Seniority
Mid-level, hands-on IC