Retail Relationship Banker

BMO

Unknown, Unknown, Canada
Base: $41,714.00 - $69,000.00; bonus/equity: may i...
Needs-based financial assessments
Personal and small business lending knowledge
Retail investment product recommendations
The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions across everyday banking, investments, and lending

Job Summary

  • The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions across everyday banking, investments, and lending.
  • Employees are expected to apply the bank's risk management framework to protect assets and ensure compliance with all legal and regulatory requirements.
  • The position offers a comprehensive compensation package including health insurance, tuition reimbursement, and performance-based incentives within a collaborative team environment.

Matching Summary

The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions across everyday banking, investments, and lending.

Salary

Base: $41,714.00 - $69,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Needs-based financial assessments
  • Personal and small business lending knowledge
  • Retail investment product recommendations
  • Digital banking channel guidance
  • Risk management framework application
  • Consumer credit audit resolution

Nice-to-have

  • Bilingual in English and Spanish
  • Social media and mobile tool proficiency
  • Consultative sales experience
  • Community relationship building
  • Creative problem solving for customers

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Investment product registration (Canada)
  • NMLS registration (US only)
  • Criminal background and credit check

Work Rights

Not specified

Tailored Resume

Cover Letter