Personal Banking Relationship Advisor

BMO Harris Bank; Berthoud (CO); 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 member for the Berthoud, CO branch to deliver exceptional customer service and advise on financial solutions. You will identify customer needs, complete needs assessments, and propose tailored banking options across everyday banking, lending, and investment services.

The role emphasizes compliance, risk management, and community engagement. Join a collaborative team within Retail Banking Sales & Service, with opportunities to grow through digital channels and

Qualifications

• Typically 2–3 years of relevant experience or an equivalent combination of education and experience.
• Knowledge of personal banking products and lending is preferred.
• Strong interpersonal and communication skills.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Leads needs-based assessments to grow loyalty and opportunities.
• Engages customers to complete needs assessments for banking channels and tailored solutions.
• Promotes digital and self-serve options to simplify banking.
• Supports customer transactions and builds new relationships within the community.
• Ensures compliance with legal and regulatory requirements and lending policies.
• Applies risk management framework to protect assets and maintain loan portfolio quality.
• Makes credit recommendations for personal lending transactions.
• Collaborates with branch and market teams to achieve business objectives.
• Maintains up-to-date knowledge of personal banking products and trends.

Education

Post-secondary degree

Job description

BMO Harris Bank is seeking a member for the Berthoud, CO branch to deliver exceptional customer service and advise on financial solutions. You will identify customer needs, complete needs assessments, and propose tailored banking options across everyday banking, lending, and investment services.

The role emphasizes compliance, risk management, and community engagement. Join a collaborative team within Retail Banking Sales & Service, with opportunities to grow through digital channels and