Retail Relationship Banker

Application Deadline: 07/24/2026 Address: 2301 S. Mooney Blvd. Job Summary Deliver exceptional service to BMO customers and prospects by identifying customer needs and providing advice on financial solutions that best meet those needs. Responsibilities Work collaboratively within the branch and with BMO partners to deliver a seamless customer experience and achieve business objectives. Lead proactive engagement with existing customers and prospects, providing needs‑based assessments to grow loyalty and identify opportunities. Conduct needs assessments that determine appropriate financial solutions and preferred banking channels, recommending tailored solutions for everyday banking, retail investments, lending, home financing, and small business solutions. Advise clients on available digital and self‑serve options to make banking easy, simple, and fast. Support customer transaction needs based on traffic and deliver accurate data entry and lending application recommendations in compliance with legal, regulatory, and policy requirements. Apply the Risk Management Framework to protect the bank’s assets and maintain the quality of the lending portfolio. Make credit recommendations for personal lending transactions, including home financing, following sound credit granting principles. Probe to understand personal banking and credit card needs, integrating marketing promotions and programs into conversations to provide strategic advice. Organize work information to ensure accuracy and completeness, and take initiative to find creative approaches that personalize each customer’s experience. Seek opportunities to enhance the overall customer experience and contribute to business results. Work at multiple branches or through various channels as market needs change, with a flexible weekly schedule. Follow risk and compliance processes to safeguard assets, protect privacy, and act in customers’ best interests. Stay current on the financial services marketplace, legal and regulatory environment, and product knowledge. Identify and report suspicious activity related to money laundering, complying with legal and regulatory requirements. Handle escalations, analyze issues, and determine next steps within set rules and limits. Qualifications Typically 2–3 years of relevant experience; post‑secondary degree in a related field desirable. For Canada: Registration to sell investment products completed (as appropriate). Appropriate lending qualifications and designations. Strong knowledge of personal and small business customer needs, retail investments, and lending products. Experience in financial services and consultative customer service or sales roles. Confidence in using social media, tablets, smartphones, and online tools. Excellent interpersonal skills, ability to build rapport and connect with customers. Aptitude for listening, problem‑solving, and flexible, creative response to new challenges. Strong verbal and written communication, organizational, collaboration, analytical, and problem‑solving skills. For U.S. applicants: Federal registration with the Nationwide Mortgage Licensing System and Registry, compliance with Regulation Z, G, and S.A.F.E. Act. Benefits Health insurance Tuition reimbursement Accident and life insurance Retirement savings plans Performance‑based incentives and discretionary bonuses Other perks and rewards as part of the total compensation package Salary Pay range: $41,714.00 – $69,000.00 (Salaried). The range may vary based on location, skills, experience, education, and qualifications. BMO also offers a comprehensive benefits program and opportunities for professional development. Equal Opportunity BMO is a proud equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories consistent with applicable law. BMO provides reasonable accommodations to individuals with disabilities. For assistance, contact View email address on click.appcast.io. #J-18808-Ljbffr