Retail Relationship Banker
BMO US(25 days ago)
About this role
A branch-based retail banker at BMO delivers exceptional service to customers and prospects by identifying financial needs and providing tailored advice on banking, lending, and investment solutions. The role focuses on growing customer relationships, supporting transactions, and collaborating with branch and market teams to achieve business objectives. It also involves ensuring compliance with regulatory and risk management requirements while promoting digital and self-serve options.
Required Skills
- Customer Service
- Needs Assessment
- Sales
- Lending
- Home Financing
- Digital Banking
- Risk Management
- Credit Analysis
- Compliance
- Communication
+4 more
Qualifications
- Post-Secondary Degree (Desirable)
- Registration to Sell Investment Products
- Lending Qualifications
- NMLS Registration
- SAFE Act 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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