Retail Banking Relationship Specialist

Application Deadline: 01/11/2026

Address: 6333 Long Street

Job Family Group: Retail Banking Sales & Service

If you are passionate about delivering outstanding customer service and building lasting relationships, we invite you to apply for the Retail Banking Relationship Specialist position at BMO. In this role, you will provide crucial advice and financial solutions tailored to meet the unique needs of our customers, ensuring their banking experience is exceptional.

• Lead proactive engagement with customers and potential clients through needs-based assessments to foster loyalty and identify immediate and future opportunities.
• Guide customers towards appropriate financial solutions across various channels, including everyday banking, retail investments, and lending options.
• Navigate clients through digital and self-serve banking alternatives, enhancing their banking experience.
• Assist with customer transactions tailored to traffic patterns at the branch.
• Build new community relationships by reaching out to potential customers and generating appointments.
• Resolve inquiries and issues efficiently, adhering to compliance and regulatory standards.
• Implement risk management practices to maintain the quality of our lending portfolio.
• Make informed credit recommendations aligning with sound credit principles and departmental policies.
• Collaborate as a vital member of a dynamic branch team focused on achieving collective goals.
• Integrate marketing initiatives into customer dialogues to offer strategic insights.
• Organize and manage work to ensure data accuracy and comprehensive completion of tasks.
• Seek innovative ways to enhance and personalize each customer's experience.
• Continuously contribute to improving the overall customer service experience.
• Participate in compliance processes to protect customer assets and maintain privacy.
• Stay informed about the financial services landscape, regulatory requirements, and ethical obligations.
• Recognize suspicious activity linked to money laundering and report it accordingly.
• Complete a variety of tasks within established limits, including handling escalations from colleagues.
• Analyze challenges and determine appropriate next steps.

Qualifications:

• 2 to 3 years of relevant experience and a post-secondary degree in a related field is preferred, or an equivalent combination of education and experience.
• Possess appropriate lending qualifications and certifications.
• Understanding of personal and small business customer needs and solutions.
• Familiarity with retail investments and lending products.
• Experience in financial services is advantageous.
• Proficient in digital tools, social media, and online applications.
• Experience in consultative sales or customer service roles, with a strong dedication to customer engagement.
• Results-oriented with the ability to excel in a team-oriented and consultative sales environment.
• Resourceful and confident in customer interactions.
• Strong interpersonal skills, adept at building rapport with clients.
• Excellent problem-solving aptitude with a flexible, creative approach.
• Effective verbal and written communication skills.
• Good organizational and collaborative abilities.
• Proficient analytical and problem-solving capabilities.

Salary: $41,714.00 - $65,000.00

Pay Type: Salaried

The salary range may vary depending on location, experience, education, and qualifications, including potential commission structures.

BMO Financial Group offers a comprehensive benefits package that may include performance incentives, discretionary bonuses, health insurance, tuition reimbursement, life insurance, and retirement savings plans.

About Us:

At BMO, we are committed to creating positive change for our customers and communities. We value collaboration, innovation, and the drive to make an impact from day one. Let us support your growth with the necessary tools and resources.

BMO is an equal opportunity employer and values diversity. We welcome applications from all individuals and provide reasonable accommodations for those with disabilities during the employment process.