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Retail Relationship Banker at BMO - ApplyBlast

Retail Relationship Banker

BMO

5 months ago

3.6 on Glassdoor

Orinda, CA

Onsite

Full Time

Junior

0 applicants

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About this role

A Branch Banking relationship specialist at BMO Financial Group provides exceptional service to customers and prospects by identifying their needs and recommending tailored financial solutions across lending, investments, and everyday banking. The role involves leading sales initiatives, managing consumer loans, applying risk management frameworks, and ensuring compliance with legal and regulatory requirements. Candidates will collaborate with branch teams and various partners to drive business growth and protect the bank's assets.

Responsibilities

Engage customers to complete needs assessments and recommend tailored financial solutions
Support customer transactions and grow business by generating appointments
Apply risk management frameworks to protect the bank and maintain portfolio quality
Make credit recommendations for personal lending transactions in compliance with policies
Address questions and resolve issues raised through consumer credit audits and quality checks

Skills

Qualifications

Post-secondary degreeRegistration to sell investment productsAppropriate lending qualifications

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

View Profile

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