BMO Financial Group
Retail Banking
RetailRelationshipBanker
Neural analysis suggests this role is
optimal for Entry candidates.
“Retail Relationship Banker at BMO Financial Group. Skills: customer service, sales, financial advice, lending. Deliver exceptional service to customers. Identify customer needs and provide advice”
What You'll Achieve.
grow loyalty; identify immediate / future opportunities; achieve overall business objectives; grow BMO’s business; ensure accurate data entry; maintain the quality of the lending portfolio; protect the Bank's assets; contribute to the ongoing improvement of the overall customer experience; Contributes to business results
Industry & Context.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges; Analyzes issues and determines next steps; Analytical and problem solving skills - Good
May work at multiple branches or through various channels based on market work schedule may differ from week to week in terms of days worked, hours, and shifts, restrictions on performing in a real estate agent capacity (U.S. Only)
What They're Looking For.
Must Have
post-secondary degree in related field of study desirable or an equivalent combination of education and 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, Verbal & written communication skills - Good, Organization skills - Good, Collaboration & team skills - Good, Analytical and problem solving skills - Good, Federal registration with the Nationwide Mortgage Licensing System and Registry (U.S. Only), criminal background review and credit history evaluation (U.S. Only)
Nice to Have
Experience in financial services is an asset, Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications, Passion commitment to helping our customers, Drive to deliver a personal customer experience, A focus on results and the ability to thrive in a consultative sales and team-based environment, Resourceful self-starter with courage and confidence to approach customers, Readiness to collaborate and work in different capacities as part of a team, interpersonal skills, including the ability to build rapport and connections with customers, An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges, Specialized knowledge
What You'll Do.
Deliver exceptional service to customers
Identify customer needs and provide advice
Proactively engage with customers and prospects
Complete needs assessments
Recommend tailored solutions
Offer advice on digital options
Support customer transactions needs
Engage customers to grow business
Build new relationships within community
Address questions and resolve issues
Apply risk management framework
Make credit recommendations
Probe to understand customer needs
Integrate marketing promotions
Organize work information
Find creative approaches
Contribute to business results
Follow risk and compliance processes
Keep current with financial marketplace
Maintain current knowledge of products
Identify and report suspicious patterns
Comply with legal requirements
Protect Bank's assets
Complete complex tasks
Analyze issues and determine next steps
How You'll Work.
Team & Collaboration
Works collaboratively within the branch; Works through various channels with BMO partners; Acts as a key member of a collaborative and versatile branch and market team; Readiness to collaborate and work in different capacities as part of a team
Communication Scope
Verbal & written communication skills - Good
Full Job Description
Application Deadline: 06/29/2026 Address: 9000 Bonita Beach Road SE Job Family Group: Retail Banking Sales & Service 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 policies and processes. * Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. * Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting
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