Relationship Banker: Personal Banking & Lending

Bank of Montreal; Cedar Crest (NM); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Job summary

Bank of Montreal in Cedar Crest, NM is seeking a customer-focused banking professional. You will identify customer needs, provide tailored financial guidance, and promote digital banking options to simplify the banking experience.

As part of a collaborative branch team, you will grow relationships, process transactions, and support risk and compliance while delivering a superior customer experience.

Qualifications

• Experience in retail banking or financial services is preferred.
• Ability to assess customer needs and offer suitable financial solutions.
• Strong interpersonal and communication skills with a consultative sales approach.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Conduct needs-based assessments to grow loyalty and identify opportunities.
• Advise on personal banking, lending, and digital/self-serve options while meeting regulatory requirements.

Skills

Customer service

Needs analysis

Sales ability

Communication

Education

Post-secondary degree

Tools

Digital banking tools

Job description

Bank of Montreal in Cedar Crest, NM is seeking a customer-focused banking professional. You will identify customer needs, provide tailored financial guidance, and promote digital banking options to simplify the banking experience.

As part of a collaborative branch team, you will grow relationships, process transactions, and support risk and compliance while delivering a superior customer experience.