Retail Relationship Banker
BMO US(24 days ago)
About this role
A Personal Banking Advisor at BMO delivers exceptional service to customers and prospects by identifying needs and providing tailored financial solutions across everyday banking, retail investments, lending and home financing. The role focuses on growing customer relationships, promoting digital/self-serve options, and supporting branch transactions while adhering to risk and compliance requirements.
Required Skills
- Customer Service
- Needs Assessment
- Financial Advice
- Lending
- Home Financing
- Retail Investments
- Small Business
- Risk Management
- Compliance
- Sales
+5 more
Qualifications
- Post-Secondary Degree (Desirable)
- Registration To Sell Investment Products
- Appropriate 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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