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Retail Relationship Banker

Bank of Montreal

Responsibilities Join us in building something new. This Retail Relationship Banker role supports our DeNovo branch expansion, where you'll help launch this new location and grow a client base from the ground up. You'll be on the front lines of business development, actively engaging the local community, generating new relationships, and deepening existing ones through proactive outreach, referrals, and networking. This role is ideal for someone who thrives in a goal-driven environment, enjoys connecting with people, and is motivated by uncovering opportunities to meet clients' financial needs. We're looking for relationship builders with a strong sales mindset who are excited to represent the branch in the community and drive growth from day one. 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 #J-18808-Ljbffr Bank of Montreal

Vacancy posted 1 day ago
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