Relationship Banker: Grow Customers & Lending

BMO; Kennewick (WA); On-site; 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 is hiring a branch associate to deliver exceptional service, identify customer needs, and offer tailored financial solutions across everyday banking, lending, and investments. You will engage with customers and prospects, promote digital tools, and help grow loyalty while adhering to risk and regulatory requirements.

The role emphasizes needs-based conversations, cross-functional collaboration, and a proactive approach to improving the customer experience within a branch network.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree in a related field.
• Knowledge of personal and small business customer needs and solutions in retail banking.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills; ability to listen, solve problems and adapt to challenges.
• Ability to build rapport and deliver a personal customer experience.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Identify customer needs and provide tailored financial solutions.
• Engage customers to grow BMO’s business and build relationships.
• Lead needs-based assessments and promote digital/self-serve options.
• Assist in loan origination and provide guidance on lending products while complying with regulations.

Skills

Customer service

Sales skills

Communication

Relationship building

Needs-based assessment

Education

Post-secondary degree

Tools

Social media

Job description

BMO is hiring a branch associate to deliver exceptional service, identify customer needs, and offer tailored financial solutions across everyday banking, lending, and investments. You will engage with customers and prospects, promote digital tools, and help grow loyalty while adhering to risk and regulatory requirements.

The role emphasizes needs-based conversations, cross-functional collaboration, and a proactive approach to improving the customer experience within a branch network.