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 solutions.
Role type
Retail Relationship Banker
Builds
Personal banking products, lending solutions, and small business financial services
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 tablet proficiency, community relationship building
Technologies
Tablets, smartphones, online banking tools
Responsibilities
Proactively engage customers to grow loyalty and identify opportunities, complete needs assessments for tailored financial solutions, offer advice on digital and self-serve options, support customer transactions, generate appointments and build new community relationships, resolve issues from consumer credit audits, apply risk management frameworks to protect assets, make credit recommendations for personal lending, integrate marketing promotions into customer conversations, identify and report suspicious activity related to money laundering
Seniority
Entry to Mid-level, hands-on IC