Retail Relationship Banker
BMO US(1 month ago)
About this role
A Personal Banking Advisor at BMO provides high-quality service to customers and prospects by understanding their financial needs and connecting them with appropriate banking solutions. The role supports branch and market objectives through relationship-building and collaboration across channels while maintaining regulatory and compliance standards. It may include consumer loan origination responsibilities where jurisdictional registration is required.
Required Skills
- Customer Service
- Needs Assessment
- Relationship Building
- Sales
- Lending
- Home Financing
- Risk Management
- Digital Banking
- Compliance
- Problem Solving
Qualifications
- Post-Secondary Degree (Desirable)
- Registration To Sell Investment Products
- Appropriate Lending Qualifications
- Nationwide Mortgage Licensing System (NMLS) 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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