Retail Relationship Banker

Job Description

• 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 polici

Skills & Qualifications

• 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

Education

• High School Diploma/GED

Benefits

• Childcare Assistance; Dental; Employee Assistance; Life Insurance; Long Term Disability; Maternity Leave; Medical; Personal; Retirement/401K; Short Term Disability; Sick; Tuition Reimbursement; Vacation; Vision

About the Employer