Personal Banking Relationship Advisor

Bank of Montreal; Littleton (CO); On-site; USD 42,000 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

Bank of Montreal is seeking a Retail Relationship Banker in Colorado to deliver exceptional service, assess customer needs, and guide clients toward suitable financial solutions. The role involves engaging customers, recommending products, and collaborating with branch and partners to meet business goals.

The position requires a post-secondary education or equivalent, relevant lending qualifications, and experience in a consultative sales environment.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree or equivalent combination of education and experience.
• Appropriate lending qualifications and designations.
• Knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Consultative customer service or sales experience is valued.

Responsibilities

• Engages customers to complete needs assessments that identify financial solutions.
• Provides needs-based assessments to grow loyalty and opportunities.
• Offers guidance on digital and self-serve options to simplify banking.
• Makes credit recommendations for personal lending transactions, including home financing.
• Acts as a key member of the branch and market team.

Skills

Needs-based assessments

Financial solutions

Customer service

Sales & service

Education

Post-secondary degree or equivalent

Job description

Bank of Montreal is seeking a Retail Relationship Banker in Colorado to deliver exceptional service, assess customer needs, and guide clients toward suitable financial solutions. The role involves engaging customers, recommending products, and collaborating with branch and partners to meet business goals.

The position requires a post-secondary education or equivalent, relevant lending qualifications, and experience in a consultative sales environment.