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

Life insurance

Retirement savings plans

Job summary

Bank of Montreal (BMO) is seeking a Retail Banking Sales & Service professional in Chandler, AZ. The role focuses on delivering exceptional customer service, identifying needs, and guiding customers to suitable financial solutions across everyday banking, lending, and investments.

You will collaborate with branch teams and partners to drive loyalty and growth. The position emphasizes needs-based consultations, channel optimization, and compliance with regulatory requirements while helping

Qualifications

• Experience in financial services is an asset.
• Strong communication and interpersonal skills.
• Ability to identify customer needs and provide tailored solutions.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and provide advice on financial solutions.
• Lead needs-based assessments to grow loyalty and opportunities.
• Promote digital/self-serve options and assist with transactions.
• Ensure compliance with risk, regulatory requirements, and lending policies.

Skills

Customer service

Sales orientation

Needs-based assessments

Education

Post-secondary degree

Job description

Bank of Montreal (BMO) is seeking a Retail Banking Sales & Service professional in Chandler, AZ. The role focuses on delivering exceptional customer service, identifying needs, and guiding customers to suitable financial solutions across everyday banking, lending, and investments.

You will collaborate with branch teams and partners to drive loyalty and growth. The position emphasizes needs-based consultations, channel optimization, and compliance with regulatory requirements while helping