Retail Relationship Banker
BMO US(2 months ago)
About this role
A Personal Banking Advisor at BMO delivers exceptional service to customers and prospects by identifying financial needs and guiding them to appropriate banking solutions. The role supports customer relationships across channels and contributes to branch and market objectives while upholding regulatory and ethical standards.
Required Skills
- Customer Service
- Needs Assessment
- Sales
- Retail Investments
- Personal Lending
- Home Financing
- Risk Management
- Compliance
- Digital Banking
- Relationship Building
+2 more
Qualifications
- Post-Secondary Degree (Desirable)
- Investment Registration
- 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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