Retail Relationship Banker

As a Retail Relationship Banker at BMO Financial, you will build and deepen client relationships within our Banking, Insurance & Investment team. You'll provide tailored advice on everyday banking, borrowing, and basic investment solutions, helping clients reach their financial goals. In this client-facing role, you will drive growth through proactive outreach, needs-based recommendations, and exceptional service while ensuring compliance with banking and regulatory standards.

You'll thrive in BMO's inclusive culture that values diversity, development, and career progression in financial services.

Responsibilities

• Serve as primary point of contact for retail clients, delivering personalized banking and investment advice
• Deepen client relationships by identifying needs and recommending appropriate BMO products and services
• Open accounts, process transactions, and support day-to-day banking activities with high accuracy
• Conduct financial reviews to support clients' savings, borrowing, and investment goals
• Meet and exceed sales, retention, and satisfaction targets while maintaining compliance with regulations
• Collaborate with branch and advisory teams to deliver an integrated client experience
• Uphold BMO's inclusive culture, ensuring all clients feel welcomed and respected

Required Skills

• Retail banking products
• Customer relationship management (CRM)
• Consumer lending
• Financial planning
• Investment products knowledge
• Sales and cross-selling
• Risk and compliance in banking
• KYC/AML procedures
• Portfolio analysis
• Data entry and documentation