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Retail Relationship Banker at BMO - ApplyBlast

Retail Relationship Banker

BMO

4 months ago

3.6 on Glassdoor

Chicago, IL

Hybrid

Full Time

Junior

0 applicants

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About this role

A Retail Banking Sales & Service professional at BMO provides exceptional service to customers by identifying their financial needs and offering tailored solutions in areas like investments, lending, and everyday banking. The role involves proactive engagement to grow loyalty, advising on digital self-serve options, and adhering to strict risk management and regulatory compliance frameworks. Candidates will apply a consultative sales approach to build relationships while protecting the bank's assets through rigorous credit assessments and anti-money laundering protocols.

Responsibilities

Engage customers to complete needs assessments for financial solutions
Recommend tailored banking products including lending and investments
Apply risk management frameworks to protect bank assets
Make credit recommendations for personal and business loans
Identify and report suspicious patterns related to money laundering

Skills

Qualifications

Post-secondary degree in a related fieldRegistration to sell investment productsAppropriate 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.