Relationship Banker

• Engage with existing and prospective customers through needs-based assessments and recommend tailored solutions 
• Offer clients guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast 
• Grow BMO’s customer base through outreach, generating appointments, and building new relationships within the community 
• Address questions and resolve issues raised through consumer credit audits and quality checks to ensure accurate data entry  
• Follow risk and compliance processes and policies to ensure safety for customers’ assets and privacy 

• Experience in financial services and/or in a customer service or sales role is a plus 
• Knowledge of customer needs and solutions, retail investments, and lending products is an asset 
• Relevant soft skills include problem solving, adaptability, verbal and written communication, organization, collaboration, and a results-driven mindset