What are the responsibilities and job description for the Senior Retail Banking Professional position at BMO Financial?
The ideal candidate will possess a solid understanding of retail banking principles, including lending products and credit management.
They will have excellent communication and interpersonal skills, with the ability to build strong relationships with customers and internal stakeholders.
A relevant post-secondary degree in a related field or equivalent combination of education and experience is desirable.
In addition, registration to sell investment products completed as required by the jurisdiction would be an asset.
If you are passionate about helping customers achieve their financial goals and are looking for a challenging and rewarding career opportunity, we invite you to apply for this exciting role.
- Take a lead in proactively engaging with existing customers and prospects by providing needs-based assessments.
- Engage customers to complete needs assessments that identify financial solutions and preferred banking channels.
- Make credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.