Retail Relationship Banker
BMO US(1 month ago)
About this role
A Personal Banking Advisor at BMO delivers exceptional service to customers and prospects in a branch environment, building relationships and identifying financial needs. The role focuses on providing tailored financial guidance across everyday banking, retail investments, lending and home financing while promoting digital banking options. It supports branch business objectives and upholds regulatory and risk management standards.
Required Skills
- Customer Service
- Needs Assessment
- Financial Advice
- Lending
- Home Financing
- Retail Investments
- Digital Banking
- Sales
- Compliance
- Risk Management
+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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