Retail Relationship Banker
BMO US(1 month ago)
About this role
A Personal Banking Advisor at BMO provides excellent service to customers and prospects, building relationships to support their financial goals. The role focuses on assessing client needs and guiding them to appropriate BMO financial solutions while collaborating across the branch and bank partners to achieve business objectives.
Required Skills
- Needs Assessment
- Customer Service
- Sales
- Lending
- Home Financing
- Retail Investments
- Digital Banking
- Risk Management
- Credit Analysis
- Compliance
+4 more
Qualifications
- Post-Secondary Degree
- Registration To Sell Investment Products
- Lending Qualifications
- 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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