Retail Relationship Banker
Core
Delivers exceptional service to BMO customers and prospects by identifying needs and providing tailored financial solutions including everyday banking, retail investments, lending, and small business services.
Role type
Retail Relationship Banker
Builds
Personal banking products, lending solutions, and small business services for BMO customers
Domain
Retail Banking
Deliverable
product features
Required skills
Needs-based financial assessments, credit recommendations, regulatory compliance, risk management, consultative sales, digital banking guidance
Preferred skills
Experience in financial services, social media and mobile tools proficiency, community relationship building
Technologies
Tablets, smartphones, online banking tools, mortgage licensing systems
Responsibilities
Proactively engage customers to complete needs assessments and recommend tailored financial solutions; Support customer transactions and resolve issues through credit audits; Apply risk management frameworks to protect bank assets; Make credit recommendations for personal lending and home financing; Identify and report suspicious activity related to money laundering; Collaborate within the branch team to deliver customer experiences