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BMO5 days ago

Retail Relationship Banker

$41,714–$69,000 year

On-site · Edina, Minnesota, United States

Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Industry
BANKING

Job Summary

Retail Relationship Banker at BMO delivers exceptional service to customers, identifies needs, and provides tailored financial solutions across everyday banking, retail investments, lending, and home financing. The role involves needs-based assessments, cross-channel collaboration with branch partners, proactive engagement to grow loyalty and opportunities, and guidance on digital/self-serve options while ensuring compliance with legal and regulatory requirements. The position supports customer transactions, generates appointments, and aims to enhance the overall customer experience, with responsibilities spanning risk management, data accuracy, and adherence to lending policies. The ideal candidate typically has 2-3 years of relevant experience and a post-secondary degree is desirable; the role may require license-related qualifications and knowledge of regulatory frameworks depending on jurisdiction. Salary is provided as a range and may vary by location and qualifications. The role may involve working at multiple branches or channels and requires strong interpersonal, problem-solving, and collaboration skills to deliver a personal customer experience while meeting business objectives.

Required Qualifications

  • 2-3 years of relevant experience
  • post-secondary degree desirable
  • Knowledge of personal and small business customer needs and solutions
  • Experience in a consultative customer service or sales role
  • Verbal & written communication skills
  • Organization and collaboration skills
  • U.S. mortgage licensing/S.A.F.E. Act considerations (for US roles)
  • Registration to sell investment products (Canada) (as appropriate)
  • Appropriate lending qualifications and designations (Canada)
  • Compliance with regulatory requirements and risk management
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$42k – $69k / yr

Retail Relationship Banker · BMO

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