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Retail Relationship Banker at BMO - ApplyBlast

Retail Relationship Banker

BMO

5 months ago

3.6 on Glassdoor

Worthington, MN, USA

Onsite

Full Time

Junior

0 applicants

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About this role

A Retail Banking Sales & Service representative delivers exceptional customer service and identifies needs to provide personalized financial solutions, including everyday banking, investments, and lending products. The role involves proactive engagement with existing and prospective clients, guiding them on digital options, and resolving issues while ensuring compliance with regulatory requirements.

Responsibilities

Identify customer needs and provide tailored financial solutions
Offer advice on digital and self-serve banking options
Support customer transactions and resolve issues promptly
Apply risk management framework to protect bank assets
Generate new business through community outreach and appointments

Skills

Qualifications

Post-secondary degree in related fieldInvestment sales registration (Canada)Lending qualifications and designations

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.