Retail Relationship Banker
BMO US(2 months ago)
About this role
A Personal Banking Representative at BMO delivers exceptional service to customers and prospects by identifying financial needs and recommending appropriate banking solutions. The role supports everyday banking, retail investments, lending and home financing while promoting digital and self-serve options. It operates within a branch and market team to grow relationships and ensure compliance with regulatory and risk-management requirements.
Required Skills
- Customer Service
- Needs Assessment
- Sales
- Lending
- Home Financing
- Digital Banking
- Compliance
- Risk Management
- Credit Recommendations
- Communication
+5 more
Qualifications
- Post-Secondary Degree
- Registration To Sell Investment Products
- Lending Qualifications and Designations
- NMLS Registration (where required)
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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