Personal Banking Relationship Advisor

BMO; Portland (OR); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings

Job summary

BMO is hiring in the United States for a Retail Banking professional focused on delivering exceptional service and tailored financial solutions. You will identify customer needs, discuss everyday banking, lending, and small business options, and guide customers through digital self-serve channels to simplify their banking experience.

Role emphasizes credit guidance, risk awareness, and collaboration with branch teams to grow relationships and loyalty while maintaining regulatory compliance and

Qualifications

• Typically 2–3 years of relevant experience.
• Working knowledge of personal and small business customer needs and solutions.
• Familiarity with retail banking products and lending products.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies needs and provides advice on financial solutions.
• Engages with customers to complete needs assessments and promote tailored banking options.
• Assists with risk/compliance processes and ensures accurate data entry.

Skills

Customer service

Sales

Communication

Financial products

Education

Post-secondary degree

Job description

BMO is hiring in the United States for a Retail Banking professional focused on delivering exceptional service and tailored financial solutions. You will identify customer needs, discuss everyday banking, lending, and small business options, and guide customers through digital self-serve channels to simplify their banking experience.

Role emphasizes credit guidance, risk awareness, and collaboration with branch teams to grow relationships and loyalty while maintaining regulatory compliance and