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
consultative sales, needs assessment, credit analysis, risk management, regulatory compliance, customer relationship building, digital banking guidance
Preferred skills
experience in financial services, knowledge of personal and small business customer needs, proficiency with digital tools and applications
Technologies
tablets, smartphones, online banking tools, digital self-serve platforms
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; identify and report suspicious activity related to money laundering; integrate marketing promotions into customer conversations; maintain knowledge of legal and regulatory requirements.
Seniority
Entry to Mid-level, hands-on IC