Personal Banking Relationship Specialist

Koitecc Solutions; California (MO); Hybrid; 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 Financial Group in the United States is seeking a Customer Relationship Advisor to deliver exceptional service, assess customer needs, and guide solutions across everyday banking, lending, and investments. The role collaborates with branch teams and partners to meet business objectives.

You will handle risk and compliance, support diverse customer transactions, and grow relationships through proactive outreach and tailored recommendations, while staying informed about regulatory requirements.

Qualifications

• 2-3 years of relevant experience and post-secondary degree desirable.
• Experience in financial services is an asset.
• Knowledge of personal and small business banking needs.
• Strong communication and interpersonal skills.
• Ability to collaborate across channels and teams.

Responsibilities

• Engages customers to perform needs assessments and tailor solutions.
• Provides advice on banking channels and digital options.
• Works with branch and partners to deliver customer experience.
• Complies with risk, regulatory requirements.
• Builds relationships and generates appointments.

Skills

Needs-based sales

Customer engagement

Relationship building

Communication skills

Analytical thinking

Education

Post-secondary degree desirable

Tools

CRM systems

Digital banking tools

Online banking

Job description

BMO Financial Group in the United States is seeking a Customer Relationship Advisor to deliver exceptional service, assess customer needs, and guide solutions across everyday banking, lending, and investments. The role collaborates with branch teams and partners to meet business objectives.

You will handle risk and compliance, support diverse customer transactions, and grow relationships through proactive outreach and tailored recommendations, while staying informed about regulatory requirements.