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 home financing.
Role type
Retail Relationship Banker
Builds
Personal banking products, lending solutions, and home financing for individual and small business customers
Domain
Retail Banking / Financial Services
Required skills
Needs-based assessments, credit recommendations, risk management framework application, regulatory compliance, customer relationship building, financial product knowledge
Preferred skills
Experience in financial services, consultative sales experience, social media and digital tools proficiency
Technologies
Tablets, smartphones, online banking tools, Nationwide Mortgage Licensing System and Registry
Responsibilities
Proactively engage customers to grow loyalty and identify opportunities, complete needs assessments, offer advice on digital options, support transactions, resolve credit audit issues, apply risk management frameworks, make credit recommendations, identify suspicious activity patterns, maintain knowledge of market trends and regulations
Seniority
Mid-level, hands-on IC