BMO
Financial Services
DeNovoRetailRelationshipBanker
Neural analysis suggests this role is
optimal for Mid+ candidates.
“De Novo Retail Relationship Banker at BMO. Skills: Retail Banking, Sales, Client Relationships. Deliver exceptional service. Identify customer needs”
What You'll Achieve.
Achieve overall business objectives; Grow BMO’s business; Protect the Bank's assets; Maintain the quality of the lending portfolio
Industry & Context.
Issue analysis; Problem resolution
May work at multiple branches, May work through various channels
What They're Looking For.
Must Have
2 - 3 years relevant experience, Post-secondary degree or equivalent experience, 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 a consultative customer service role, Experience in a sales role, Compliance with legal and regulatory requirements, Compliance with lending policies, Compliance with Bank's policies, Compliance with Bank's procedures, Risk management framework application
Nice to Have
Post-secondary degree in related field, Experience in financial services, Registration to sell investment products, Experience with social media, Experience with tablets, Experience with Smart phones, Experience with online tools, Experience with applications, Drive to deliver personal customer experience, Focus on results, Ability to thrive in consultative sales, Ability to thrive in team-based environment, Resourceful self-starter, Courage to approach customers, Confidence to approach customers, Readiness to collaborate, Work in different capacities, Interpersonal skills, Ability to build rapport, Ability to build connections, Aptitude for listening
What You'll Do.
Deliver exceptional service
Identify customer needs
Provide financial advice
Provide financial guidance
Collaborate within branch
Collaborate through channels
Achieve business objectives
Engage existing customers
Provide needs-based assessments
Identify opportunities
Complete needs assessments
Identify financial solutions
Recommend tailored solutions
Address service needs
Recommend everyday banking
Recommend retail investments
Recommend lending solutions
Recommend home financing
Recommend business-for-self applications
Recommend small business solutions
Offer digital options advice
Offer self-serve options advice
Support customer transactions
Generate appointments
Build new relationships
Ensure accurate data entry
Make credit recommendations
Protect Bank's assets
Maintain portfolio quality
Integrate marketing promotions
Organize work information
Find creative approaches
Contribute to business results
Contribute to customer experience
Follow risk processes
Follow compliance processes
Safeguard customer assets
Maintain customer privacy
Act in customer's best interest
Keep current with marketplace
Keep current with legal environment
Keep current with regulatory environment
Uphold ethical requirements
Maintain product knowledge
Maintain practice knowledge
Maintain trend knowledge
Integrate knowledge into conversations
Identify suspicious patterns
Report suspicious patterns
Comply with requirements
Protect Bank's assets
Complete complex tasks
Complete diverse tasks
Make risk informed decisions
Align decisions to business strategy
Adhere to policy documents
Adhere to regulations
How You'll Work.
Team & Collaboration
Collaborative branch team; Collaborative market team; Versatile branch team; Versatile market team; Work with BMO partners
Communication Scope
Customer conversations
Full Job Description
Application Deadline: 07/12/2026 Address: 2675 Geary Blvd 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 le
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