Retail Relationship Banker

Final date to receive applications: 07/30/2026|

Location:

8707 W. Center Rd.

Deliver exceptional service to BMO customers and prospects by proactively engaging, identifying needs, and providing tailored financial solutions that align with customers’ best interests.

• Collaborate within the branch and with BMO partners to deliver the desired customer experience and meet business objectives.
• Lead needs‑based assessments for existing customers and prospects to identify immediate and future opportunities.
• Recommend financial solutions—including everyday banking, retail investments, lending, home financing, small‑business solutions—and preferred banking channels.
• Offer guidance on digital and self‑serve options to simplify banking.
• Support customer transaction needs based on traffic patterns.
• Generate appointments and build new relationships within the community.
• Resolve questions and issues through audits and quality checks, ensuring accurate data entry and compliance with legal and regulatory requirements.
• Apply the risk management framework to protect the bank’s assets and maintain portfolio quality, making credit recommendations for personal lending transactions in line with policy.
• Act as a key member of the branch and market team, probing for customer needs and integrating marketing promotions.
• Organize work to ensure accuracy and completeness, and initiate creative approaches that personalize the customer experience.
• Contribute to continuous improvement of the overall customer experience.
• Follow risk and compliance processes to safeguard customers’ assets, privacy, and best interests.
• Stay current on market, legal, regulatory, and ethical developments relevant to banking services.
• Identify and report suspicious activities related to money laundering.
• Complete complex tasks within defined rules and handle escalations.
• Analyze issues, determine next steps, and apply measured risk‑taking in line with the bank’s risk culture.

• Typically 2–3 years of relevant experience with a post‑secondary degree in a related field, or an equivalent combination of education and experience.
• For Canadian candidates: completed registration to sell investment products, appropriate lending qualifications and designations.
• For U.S. candidates: registration with the Nationwide Mortgage Licensing System, and compliance with RegulationZ, RegulationG, and the S.A.F.E. Act.
• Working knowledge of personal and small‑business customer needs; retail investments and lending products.
• Proficient use of digital tools, tablets, smartphones, and online applications.
• Experience in a consultative customer‑service or sales role with a drive to deliver a personal experience.
• Passionate commitment to helping customers and a focus on results.
• Ability to thrive in a consultative sales and team‑based environment.
• Self‑starter with courage and confidence to approach customers.
• Strong interpersonal, listening, problem‑solving, and creative response skills.
• Organizational and collaborative abilities.
• Good verbal and written communication, analytical, and problem‑solving skills.

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plan
• Performance‑based incentives and discretionary bonuses
• Other perks and rewards as part of the total compensation package

Salary range: $41,714.00 – $65,000.00 (Salaried). Compensation may include commissions and performance‑based incentives.

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 federal, state, and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities.