Retail Relationship Banker

Responsibilities

• Deliver exceptional service by identifying customer needs and providing advice on financial solutions, including retail investments and lending.
• Proactively engage with existing customers and prospects through needs-based assessments to grow loyalty and identify opportunities.
• Recommend tailored solutions for everyday banking, home financing, and small business needs.
• Guide customers on digital and self-serve banking options to improve their experience.
• Make credit recommendations for personal lending transactions in accordance with bank policies and sound credit principles.
• Apply risk management frameworks to protect bank assets and ensure compliance with legal and regulatory requirements.
• Build new relationships within the community by generating appointments and outreach.

Requirements

• 2-3 years of relevant experience in financial services or a consultative sales role.
• Post-secondary degree in a related field or an equivalent combination of education and experience.
• Working knowledge of retail investments, lending products, and personal/small business banking solutions.
• Strong interpersonal skills with the ability to build rapport and connections with customers.
• Excellent analytical and problem-solving skills to address customer issues and determine next steps.
• Proficiency with digital tools, including tablets, smartphones, and online banking applications.
• Ability to work in a collaborative, team-based environment.

Benefits

• Competitive salary ranging from $41,714.00 to $65,000.00.
• Comprehensive health insurance.
• Tuition reimbursement programs.
• Accident and life insurance.
• Retirement savings plans.
• Performance-based incentives and discretionary bonuses.

About the Company

BMO is a leading North American bank driven by a shared purpose: to Boldly Grow the Good in business and life. Serving more than 12 million customers, we provide personal and commercial banking, wealth management, and investment services. We are committed to creating lasting, positive change for our customers, our communities, and our people through innovation and excellence.