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Retail Relationship Banker at BMO - ApplyBlast

Retail Relationship Banker

BMO

3 months ago

3.6 on Glassdoor

Glendale, CA, USA

Onsite

Full Time

Senior

0 applicants

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About this role

This role involves delivering exceptional service to BMO customers by identifying their financial needs and providing tailored advice on banking, lending, and investment solutions. The position requires proactive engagement with existing and prospective clients to grow business loyalty while ensuring compliance with legal and regulatory requirements. Employees will collaborate within the branch and across various channels to offer digital options, resolve issues, and maintain the quality of the lending portfolio.

Responsibilities

Proactively engage customers to identify financial needs and opportunities
Provide tailored advice on banking, lending, and investment solutions
Support customer transactions and resolve issues based on traffic
Apply risk management frameworks to protect bank assets
Make credit recommendations in accordance with sound principles

Skills

Qualifications

Post-secondary degree in related fieldRegistration to sell investment products (Canada)Appropriate lending qualifications and designationsFederal registration with Nationwide Mortgage Licensing System (U.S.)

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.