Retail Relationship Banker
BMO US(27 days ago)
About this role
A Personal Banking Advisor at BMO serves retail and small business customers by providing personalized financial guidance and support across branch and digital channels. The role focuses on helping customers access appropriate banking, investment, and lending solutions while contributing to branch and market goals.
Required Skills
- Customer Service
- Needs Assessment
- Personal Lending
- Home Financing
- Small Business
- Financial Advice
- Digital Banking
- Risk Management
- Compliance
- Sales
+5 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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