Retail Relationship Banker
BMO US(1 month ago)
About this role
A Personal Banking Advisor at BMO provides personalized financial guidance to retail customers and prospects, helping them understand and access appropriate banking, lending, and investment products. The role supports relationship-building across branch and digital channels to enhance customer experience and drive business objectives. It requires knowledge of retail banking products, lending processes, and applicable regulatory requirements.
Required Skills
- Customer Service
- Needs Assessment
- Sales
- Lending
- Home Financing
- Risk Management
- Compliance
- Digital Banking
- Credit Analysis
- Communication
+2 more
Qualifications
- Post-Secondary Degree (Desirable)
- Registration To Sell Investment Products
- Lending Qualifications And Designations
- NMLS Registration (U.S. Only)
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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