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Retail Relationship Banker at BMO - ApplyBlast

Retail Relationship Banker

BMO

5 months ago

3.6 on Glassdoor

Plover, WI, United States

Onsite

Full Time

Junior

0 applicants

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About this role

This role focuses on delivering exceptional financial service and advice to BMO customers and prospects, identifying needs for tailored banking solutions across retail investments, lending, and business financing. The position involves proactively engaging clients to grow loyalty, managing transactions, ensuring compliance with legal and regulatory requirements, and applying risk management frameworks to protect bank assets.

Responsibilities

Identify customer needs and provide tailored financial solutions
Proactively engage prospects to generate new business relationships
Assess credit risk and make lending recommendations
Ensure compliance with legal and regulatory lending policies
Apply risk management frameworks to protect bank assets

Skills

Qualifications

Post-secondary degree in related fieldRegistration to sell investment products (Canada)Federal registration with Nationwide Mortgage Licensing System (U.S.)

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

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BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.