Relationship Banker & Financial Solutions Advisor

BMO U.S.; Albuquerque (NM); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Albuquerque is seeking an originator of consumer loans within our branch network. You will assess customer needs, advise on banking and lending solutions, and guide clients through the application process while ensuring regulatory compliance.

This role emphasizes proactive customer engagement, collaboration with partners, and delivering a personal experience. A background in sales or consultative service and familiarity with lending policies are valued.

Qualifications

• Typically 2–3 years of relevant experience with a post-secondary degree.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Proactively engages with customers to grow loyalty and identify opportunities.
• Makes credit recommendations and ensures compliance with lending policies.

Skills

Interpersonal skills

Sales experience

Communication skills

Analytical skills

Problem solving

Education

Post-secondary degree in related field

Equivalent education/experience

Job description

BMO Financial Group in Albuquerque is seeking an originator of consumer loans within our branch network. You will assess customer needs, advise on banking and lending solutions, and guide clients through the application process while ensuring regulatory compliance.

This role emphasizes proactive customer engagement, collaboration with partners, and delivering a personal experience. A background in sales or consultative service and familiarity with lending policies are valued.