Relationship Banker - Personal Banking & Lending

Bank of Montreal; Chandler (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

Bank of Montreal in Chandler, AZ seeks a Retail Banking Sales & Service professional. You will deliver exceptional service, identify customer needs, and guide clients to suitable financial solutions while collaborating with branch and partners to meet business goals.

The role emphasizes needs-based assessments, prospect engagement, and promoting digital banking options, with a focus on personal and small business banking products.

Qualifications

• 2-3 years of relevant experience and post-secondary degree desirable.
• Knowledge of personal banking products and lending helpful.
• Experience in consultative sales and customer service.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Proactively engages customers to grow loyalty and opportunities.
• Performs needs assessments and recommends tailored banking solutions.
• Contributes to risk management and compliance in lending and customer interactions.

Skills

Customer service

Sales oriented

Needs-based assessment

Interpersonal skills

Communication skills

Problem solving

Listening

Team collaboration

Education

Post-secondary degree

2-3 years relevant experience

Tools

CRM systems

Job description

Bank of Montreal in Chandler, AZ seeks a Retail Banking Sales & Service professional. You will deliver exceptional service, identify customer needs, and guide clients to suitable financial solutions while collaborating with branch and partners to meet business goals.

The role emphasizes needs-based assessments, prospect engagement, and promoting digital banking options, with a focus on personal and small business banking products.