BMO
Financial Services
DeNovoRetailRelationshipBanker
Neural analysis suggests this role is
optimal for Mid+ candidates.
“De Novo Retail Relationship Banker at BMO. Skills: Relationship management, Sales, Client growth. Deliver exceptional service to customers and prospects. Identify customer needs”
What You'll Achieve.
Drive client growth; Grow loyalty; Identify opportunities; Address sales and service needs; Grow BMO’s business; Contribute to business results
Industry & Context.
Analyze issues; Determine next steps
May work at multiple branches, Work schedule may differ
What They're Looking For.
Must Have
2 - 3 years relevant experience, Post-secondary degree or equivalent experience, Appropriate lending qualifications and designations, Working knowledge of personal and small business customer needs and solutions, Working knowledge of retail investments and lending products, Experience in a consultative customer service or sales role, Experience in financial services
Nice to Have
Post-secondary degree in related field of study desirable, Registration to sell investment products completed, Experience in financial services is an asset
What You'll Do.
Deliver exceptional service to customers and prospects
Identify customer needs
Provide financial advice and guidance
Engage proactively with existing customers and prospects
Conduct needs-based assessments
Identify immediate / future opportunities
Identify financial solutions
Recommend tailored solutions
Address sales and service needs
Offer advice on digital and self-serve options
Support customer transactions needs
Engage customers to grow BMO’s business
Generate appointments
Build new relationships within the community
Address questions and resolve issues
Ensure accurate data entry
Make credit recommendations for personal lending transactions
Integrate marketing promotions and programs into customer conversations
Organize work information to ensure accuracy and completeness
Find creative approaches to customer experience
Contribute to business results
Follow through on risk and compliance processes
Safeguard customers’ assets
Maintain customer privacy
Act in customers’ best interest
Keep current with financial services marketplace
Keep current with legal and regulatory environment
Maintain knowledge of personal banking products
Integrate product knowledge into customer conversations
Identify and report suspicious patterns of activity
Comply with legal and regulatory requirements
Protect the Bank's assets
Complete complex & diverse tasks
Handle escalations from other employees
Analyze issues and determine next steps
Make sound and risk informed decisions
How You'll Work.
Team & Collaboration
Collaborate within the branch; Work through various channels with BMO partners; Key member of a collaborative team; Work in different capacities as part of a team
Communication Scope
Client conversations
Full Job Description
Application Deadline: 07/12/2026 Address: 9355 Mission Gorge Road 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 requirement
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