Relationship Banker & Financial Solutions Advisor

BMO U.S.; Johnston (IA); On-site; USD 42,000 - 66,000; 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-focused banking advisor to deliver tailored financial solutions and exceptional service across channels. You will engage existing customers and prospects, perform needs assessments, and guide them through lending, investments, and everyday banking options.

The role emphasizes risk-aware credit recommendations, collaboration with branch partners, and a commitment to regulatory compliance.

Qualifications

• Experience in a consultative customer service or sales role.
• Knowledge of personal and small business banking needs.
• Familiarity with retail investments and lending products.
• Ability to explain digital and self-serve options to customers.

Responsibilities

• Identify customer needs and provide guidance on financial solutions.
• Engage customers to grow relationships and schedule appointments.
• Lead discussions on banking channels and tailor recommendations.
• Ensure compliance with lending policies and regulatory requirements.

Skills

Needs-based assessments

Customer relationships

Advisory to financial solutions

Prospect engagement

Compliance & risk awareness

Education

Post-secondary degree in related field

Job description

BMO Financial Group in the United States is seeking a customer-focused banking advisor to deliver tailored financial solutions and exceptional service across channels. You will engage existing customers and prospects, perform needs assessments, and guide them through lending, investments, and everyday banking options.

The role emphasizes risk-aware credit recommendations, collaboration with branch partners, and a commitment to regulatory compliance.