Personal Banking Relationship Advisor

BMO Financial Group; Johnston (IA); On-site; USD 42,000 - 66,000; Full time

Job summary

BMO Financial Group in the United States seeks a Customer Banking Specialist to deliver exceptional service, assess needs, and guide clients to tailored financial solutions across banking, lending, and investments.

You will engage customers with a consultative approach, collaborate with branch and partners, and stay compliant with regulatory requirements while growing relationships in the community.

Qualifications

• 2-3 years of relevant experience with post-secondary degree or equivalent.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Confident using social media and digital devices.
• Experience in consultative customer service or sales.
• Strong communication and teamwork.
• Readiness to collaborate and adapt in a team environment.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Engages customers to assess needs and recommend tailored financial solutions.
• Leads proactive engagement and appointments to grow relationships.
• Advises on digital/self-serve options to simplify banking.
• Ensures compliance with risk and lending policies during processes.
• Collaborates with branch and partners to achieve business objectives.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Customer service mindset

Team collaboration

Education

Post-secondary degree

Equivalent education/experience

Tools

Social media

Mobile devices

Online banking tools

Job description

BMO Financial Group in the United States seeks a Customer Banking Specialist to deliver exceptional service, assess needs, and guide clients to tailored financial solutions across banking, lending, and investments.

You will engage customers with a consultative approach, collaborate with branch and partners, and stay compliant with regulatory requirements while growing relationships in the community.