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
Tailored financial solutions and banking relationships for individual and small business customers
Domain
Retail Banking / Consumer Finance
Required skills
consultative sales, needs assessment, credit analysis, risk management, regulatory compliance, customer relationship building, financial product knowledge
Preferred skills
experience in financial services, social media and digital tools proficiency, community engagement
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 via consumer credit audits; make credit recommendations for personal lending and home financing; apply risk management frameworks to protect bank assets; identify and report suspicious activity related to money laundering; collaborate within branch teams to improve customer experience.
Seniority
Mid-level, hands-on IC