Retail Relationship Banker
BMO US(30 days ago)
About this role
A Personal Banking Advisor at BMO provides personalized financial guidance and support to retail and small business customers, helping them access appropriate banking, lending, and investment solutions. The role focuses on building customer relationships, promoting digital banking options, and contributing to branch-level business objectives through collaboration with teammates and partners. It supports both everyday banking needs and credit/home financing originations within regulatory requirements.
Required Skills
- Customer Service
- Needs Assessment
- Sales
- Lending
- Credit Analysis
- Risk Management
- Compliance
- Relationship Building
- Digital Banking
- Communication
+2 more
Qualifications
- Post-Secondary Degree (Desirable)
- Registration To Sell Investment Products
- Lending Qualifications
- 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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