Relationship Banker: Growth through Personal Lending & Advice

BMO U.S.; Gilbert (AZ); 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 U.S. in Gilbert, AZ is seeking a customer-focused professional in retail banking sales & service. You will deliver exceptional service, identify customer needs, and guide them to financial solutions including everyday banking, lending, and small business options.

The role emphasizes needs-based assessments, collaboration with branch and partners, and promoting digital channels to make banking easy and fast. Prior experience in financial services and strong interpersonal skills are valued.

Qualifications

• Typically 2-3 years of relevant experience.
• Post-secondary degree in related field desirable or equivalent.
• Experience in financial services is an asset.
• Experience in consultative customer service or sales is preferred.

Responsibilities

• Identify customer needs and provide financial guidance.
• Engage customers to complete needs assessments and tailor solutions.
• Promote digital/self-serve options and schedule appointments to build relationships.
• Ensure compliance with regulatory requirements and lending policies.

Skills

Customer service

Sales

Needs-based assessments

Interpersonal skills

Education

Post-secondary degree

Job description

BMO U.S. in Gilbert, AZ is seeking a customer-focused professional in retail banking sales & service. You will deliver exceptional service, identify customer needs, and guide them to financial solutions including everyday banking, lending, and small business options.

The role emphasizes needs-based assessments, collaboration with branch and partners, and promoting digital channels to make banking easy and fast. Prior experience in financial services and strong interpersonal skills are valued.