Relationship Banker & Personal Banking Advisor

BMO U.S.; Phoenix (AZ); On-site; USD 41,714 - 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 is seeking a customer-focused team member in the United States to deliver exceptional service, assess needs, and guide customers to tailored financial solutions across personal banking, lending and investments. You will collaborate with branch and partner teams to enhance the customer experience and drive business results.

Role involves proactive outreach, needs assessments, and advising on digital/self-serve options while maintaining regulatory compliance and risk controls.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree.
• Knowledge of retail investments and lending products.
• Strong written and verbal communication and interpersonal skills.

Responsibilities

• Provide needs-based assessments to grow loyalty and identify opportunities.
• Advise on financial solutions across channels including lending, investments and everyday banking.
• Assist customers and prospects, coordinating with branch teams and partners.
• Ensure compliance with risk, privacy and regulatory requirements.

Skills

Consultative sales

Customer service

Interpersonal skills

Communication skills

Problem solving

Education

Post-secondary degree

Tools

Online tools

Job description

BMO Financial Group is seeking a customer-focused team member in the United States to deliver exceptional service, assess needs, and guide customers to tailored financial solutions across personal banking, lending and investments. You will collaborate with branch and partner teams to enhance the customer experience and drive business results.

Role involves proactive outreach, needs assessments, and advising on digital/self-serve options while maintaining regulatory compliance and risk controls.