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 solutions.
Role type
Retail Relationship Banker
Builds
Personal banking products, lending solutions, and small business services for BMO customers
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
Needs-based assessment, consultative sales, credit analysis, risk management, regulatory compliance, customer relationship building, digital banking guidance
Preferred skills
Spanish language proficiency, experience in financial services, social media and tablet usage
Technologies
Social media, tablets, smartphones, online banking tools
Responsibilities
Proactively engage customers to complete needs assessments and recommend tailored financial solutions; support customer transactions and resolve issues from 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 and regulatory requirements.
Seniority
Mid-level, hands-on IC