Financial Solutions Relationship Banker

BMO; Sarasota (FL); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plans

Job summary

BMO Financial Group in Sarasota, FL seeks a customer-focused professional to deliver exceptional service and grow relationships through needs-based assessments and tailored financial solutions. You will collaborate across branches and channels to provide guidance on banking products and digital options.

The role emphasizes proactive outreach, credible lending recommendations, and compliance with regulatory requirements while delivering a thoughtful customer experience.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Appropriate lending qualifications and designations.
• Working knowledge of personal banking and lending products.
• Experience in financial services is an asset.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs.
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
• Supports customer transactions needs based on customer traffic.
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.

Skills

Customer service

Needs assessment

Relationship building

Analytical skills

Education

Post-secondary degree in related field

Job description

BMO Financial Group in Sarasota, FL seeks a customer-focused professional to deliver exceptional service and grow relationships through needs-based assessments and tailored financial solutions. You will collaborate across branches and channels to provide guidance on banking products and digital options.

The role emphasizes proactive outreach, credible lending recommendations, and compliance with regulatory requirements while delivering a thoughtful customer experience.