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 retail and small business clients
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
Needs assessment, credit recommendations, risk management, regulatory compliance, customer engagement, digital banking guidance, sales strategy, problem solving
Preferred skills
Spanish language, social media tools, tablets and smartphones, consultative sales experience
Technologies
Digital banking platforms, online tools, applications, social media
Responsibilities
Proactively engage customers to grow loyalty and identify opportunities, complete needs assessments and recommend tailored financial solutions, support customer transactions, resolve issues from credit audits, apply risk management framework, make credit recommendations for personal lending, integrate marketing promotions, identify suspicious activity related to money laundering, comply with legal and regulatory requirements
Seniority
Mid-level, hands-on IC