Personal Banking & Lending Relationship Advisor

BMO Harris Bank; Woodbury (MN); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Harris Bank is seeking a customer-focused professional in Retail Banking Sales & Service to deliver exceptional service and guide customers toward suitable financial solutions. You will engage with existing customers and prospects, identify needs, and collaborate with branch teams to enhance the overall customer experience.

The role emphasizes building relationships, advising on banking channels, and supporting transactions and lending discussions, with a focus on personal and small business

Qualifications

• 2-3 years of relevant experience and post-secondary degree in a related field desirable or an equivalent combination of education and experience.
• Experience in financial services is an asset.
• Confident and experienced in the use of digital tools and online platforms.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Works collaboratively within the branch and with partners to deliver the desired customer experience.
• Takes a lead in proactively engaging with existing customers and prospects to grow loyalty and opportunities.
• Engages customers to complete needs assessments and recommends tailored solutions.

Skills

Sales mindset

Customer service

Needs-based selling

Communication

Interpersonal skills

Problem solving

Job description

BMO Harris Bank is seeking a customer-focused professional in Retail Banking Sales & Service to deliver exceptional service and guide customers toward suitable financial solutions. You will engage with existing customers and prospects, identify needs, and collaborate with branch teams to enhance the overall customer experience.

The role emphasizes building relationships, advising on banking channels, and supporting transactions and lending discussions, with a focus on personal and small business