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Retail Relationship Banker at BMO - ApplyBlast

Retail Relationship Banker

BMO

4 months ago

3.6 on Glassdoor

Tucson, AZ, USA

Onsite

Full Time

Junior

0 applicants

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About this role

This role delivers exceptional financial service to BMO customers by identifying needs and providing tailored advice on banking solutions, retail investments, and lending. Employees proactively engage with clients to grow loyalty, build new relationships, and generate business opportunities while resolving issues in compliance with legal and regulatory requirements. They apply risk management frameworks to protect the bank's assets and maintain portfolio quality across various retail and small business channels.

Responsibilities

Proactively engage customers to identify financial needs and growth opportunities.
Provide tailored advice on banking products, loans, and investment solutions.
Execute consumer loan origination and manage credit risk assessments.
Ensure compliance with legal, regulatory, and internal banking policies.
Build and maintain strong relationships within the community to drive business results.

Skills

Qualifications

Post-secondary degreeS.A.F.E. Act registrationMortgage Licensing System (M())RS) registrationCanadian Certified Financial Planner (optional)Anti-Money Laundering training

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.