Retail Relationship Banker
BMO US(1 month ago)
About this role
A Personal Banking Representative at BMO provides in-branch customer service and financial guidance, identifying client needs and recommending tailored banking solutions. The role supports everyday banking, retail investments, lending and home financing, and may originate consumer loans where required. It involves community outreach and collaboration with branch and bank partners to drive business objectives and customer satisfaction.
Required Skills
- Customer Service
- Needs Assessment
- Relationship Management
- Lending
- Home Financing
- Retail Investments
- Digital Banking
- Sales
- Compliance
- Risk Management
+5 more
Qualifications
- Post-Secondary Degree
- Registration To Sell Investment Products
- Lending Qualifications
- NMLS Registration
- S.A.F.E. Act Registration
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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