Relationship Banker: Grow Loyal Clients & Lending

Bank N.A.; Mesa (AZ); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of Montreal (BMO) is seeking a Retail Banking Sales & Service professional to deliver exceptional service to customers and prospects. You will identify needs and provide guidance on financial solutions that are in the customers' best interests, collaborating with branch teams to enhance the overall experience.

The role involves needs assessments, guiding clients to digital and self-serve options, handling transactions, and supporting lending and everyday banking needs.

Qualifications

• 2–3 years of relevant experience in financial services is preferred.
• Post-secondary degree in related field is desirable.
• Experience with personal and small business customer needs and solutions.
• Ability to use social media, tablets, smartphones, and online tools.
• Experience in consultative customer service or sales.

Responsibilities

• Engage customers with needs-based assessments to advise on financial solutions.
• Provide guidance on digital and self-serve options.
• Support transactions while maintaining compliance and risk controls.
• Build relationships with customers and prospects in the community.
• Identify opportunities to grow loyalty and cross-sell.

Skills

Relevant experience

Financial services

Social media/tools

Consultative sales

Customer service

Education

Post-secondary degree desirable

Investment products registration (Canada)

Job description

Bank of Montreal (BMO) is seeking a Retail Banking Sales & Service professional to deliver exceptional service to customers and prospects. You will identify needs and provide guidance on financial solutions that are in the customers' best interests, collaborating with branch teams to enhance the overall experience.

The role involves needs assessments, guiding clients to digital and self-serve options, handling transactions, and supporting lending and everyday banking needs.