BMO
Financial Services
DeNovoRelationshipBanker
Neural analysis suggests this role is
optimal for Mid+ candidates.
“De Novo Relationship Banker at BMO. Skills: Relationship management, Sales, Financial advice. Deliver exceptional service. Identify customer needs”
Industry & Context.
Analyze issues; Determine next steps
What They're Looking For.
Must Have
2 - 3 years relevant experience, Post-secondary degree or equivalent, Registration to sell investment products, Appropriate lending qualifications, Working knowledge of personal customer needs, Working knowledge of small business customer needs, Working knowledge of retail investments, Working knowledge of lending products, Experience in consultative customer service, Experience in sales role, Courage and confidence to approach customers, Interpersonal skills, Ability to build rapport, Ability to build connections with customers, Aptitude for listening, Aptitude for solving problems
Nice to Have
Post-secondary degree in related field, Experience in financial services
What You'll Do.
Deliver exceptional service
Identify customer needs
Provide advice on financial solutions
Guide customers on financial solutions
Collaborate within the branch
Collaborate through various channels
Achieve overall business objectives
Proactively engage customers
Proactively engage prospects
Provide needs-based assessments
Identify immediate opportunities
Identify future opportunities
Complete needs assessments
Identify financial solutions
Identify preferred banking channels
Recommend tailored solutions
Address service needs
Offer advice on digital options
Offer guidance on digital options
Offer advice on self-serve options
Offer guidance on self-serve options
Support customer transactions
Engage customers to grow BMO's business
Generate appointments
Build new relationships
Address questions from audits
Resolve issues from audits
Ensure accurate data entry
Ensure accurate lending application recommendations
Apply risk management framework
Protect the Bank's assets
Maintain lending portfolio quality
Make credit recommendations
Act as a key team member
Integrate marketing promotions
Integrate marketing programs
Organize work information
Find creative approaches
Contribute to business results
Contribute to customer experience
Follow through on risk processes
Follow through on compliance processes
Safeguard customers' assets
Maintain customer privacy
Act in customers' best interest
Keep current with financial services marketplace
Keep current with legal environment
Keep current with regulatory environment
Uphold ethical requirements
Maintain knowledge of personal banking products
Maintain knowledge of personal banking practices
Maintain knowledge of personal banking trends
Identify suspicious patterns of activity
Report suspicious patterns of activity
Comply with legal requirements
Comply with regulatory requirements
Protect the Bank's assets
Complete complex tasks
Complete diverse tasks
Handle escalations from employees
Make risk informed decisions
Align decisions to business strategy
Adhere to policy documents
Adhere to regulations
How You'll Work.
Team & Collaboration
Work collaboratively within branch; Work collaboratively through channels; Collaborative branch team; Versatile market team
Communication Scope
Client conversations
Full Job Description
Application Deadline: 07/12/2026 Address: 555 9th St Job Family Group: Retail Banking Sales & Service **Join us in building something new. This Retail Relationship Banker requisition supports our DeNovo branch expansion, where you’ll have the opportunity to help launch new locations, shape team culture, and drive client growth from day one. We’re looking for individuals who bring creativity, a passion for business development, and an entrepreneurial mindset with a focus on building strong community and networking relationships.** Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. * Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. * Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). * Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. * Supports customer transactions needs based on customer traffic. * Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community. * Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending
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