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Retail Relationship Banker at BMO - ApplyBlast

Retail Relationship Banker

BMO

4 months ago

3.6 on Glassdoor

Des Plaines, IL

Hybrid

Full Time

Junior

0 applicants

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About this role

A Retail Banking Sales and Service professional proactively engages customers to identify financial needs and recommend tailored solutions for banking, investments, and lending. The role involves collaborating within the branch and across channels to enhance the customer experience while adhering to strict regulatory and risk management frameworks. Staff members also support transactions, resolve credit-related issues, and maintain compliance with legal and ethical standards to safeguard the bank's assets.

Responsibilities

Perform needs-based assessments to identify financial solutions and opportunities
Recommend tailored products including lending, investments, and everyday banking
Adhere to risk management frameworks and regulatory compliance policies
Resolve consumer credit audit issues and ensure accurate data entry
Build new relationships through community engagement and digital channel support

Skills

Qualifications

Post-secondary degree in a related fieldRetail Investment Sales License (Canada)Federal Mortgage License (US)

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.