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Retail Relationship Banker at BMO - ApplyBlast

Retail Relationship Banker

BMO

4 months ago

3.6 on Glassdoor

West Bend, WI

Onsite

Full Time

Junior

0 applicants

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About this role

This role focuses on delivering exceptional retail banking service by proactively engaging customers to identify financial needs and recommend tailored solutions across lending, investments, and everyday banking. Employees collaborate with branch partners to grow business, originate consumer loans, and ensure strict compliance with legal and regulatory requirements while protecting the bank's assets. The position emphasizes a consultative approach to provide strategic advice, resolve consumer credit audits, and adapt to varying schedules across different branches or channels.

Responsibilities

Proactively engage customers to provide needs-based financial assessments.
Make credit recommendations for personal and home financing transactions.
Resolve issues raised through consumer credit audits and quality checks.
Identify and report suspicious activity related to potential money laundering.
Collaborate with branch teams to deliver a consistent customer experience.

Skills

Qualifications

Post-secondary degree in related fieldRegistration to sell investment productsAppropriate lending qualificationsFederal registration with Nationwide Mortgage Licensing System2-3 years of relevant experience

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.