Customer-Focused Relationship Banker: Growth & Lending

BMO Bank N.A.; Riverton (UT); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Utah Riverton is hiring a Branch Banking Specialist to deliver exceptional service and identify customer needs, providing advice on personal banking, loans, and digital channels. You will work with colleagues and partners to grow loyalty and meet branch objectives, using needs-based assessments to tailor solutions.

Responsibilities include engaging customers, guiding them through lending and everyday banking options, handling complex transactions, complying with

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree in related field desirable or an equivalent combination of education and experience.
• Experience in financial services is an asset.
• Ability to identify customer needs and provide tailored financial solutions.

Responsibilities

• Delivers exceptional service to customers and prospects and provides advice on financial solutions.
• Engages customers to complete needs assessments and grow loyalty.
• Probes to understand customer banking and credit card needs and integrates marketing promotions.
• Assists in lending recommendations and digital/self-serve options.
• Ensures compliance with regulatory requirements and risk management.

Skills

Customer service

Needs-based assessments

Sales and advisory

Interpersonal skills

Education

Post-secondary degree in related field

Job description

BMO Financial Group in Utah Riverton is hiring a Branch Banking Specialist to deliver exceptional service and identify customer needs, providing advice on personal banking, loans, and digital channels. You will work with colleagues and partners to grow loyalty and meet branch objectives, using needs-based assessments to tailor solutions.

Responsibilities include engaging customers, guiding them through lending and everyday banking options, handling complex transactions, complying with