Relationship Banker: Personal Banking & Lending

BMO; Conifer (CO); On-site; USD 43,000 - 75,000; 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 Branch Sales & Service professional in Conifer, Colorado. You will identify customer needs, offer tailored financial solutions, and engage customers to grow the bank’s business while delivering an outstanding customer experience.

The role emphasizes advice on products, collaboration with partners, and adherence to risk and regulatory requirements. A strong focus on relationship building and community engagement is required.

Qualifications

• Typically between 2-3 years of relevant experience and post-secondary degree in related field desirable or an equivalent combination of education and experience.
• Knowledge of personal and small business customer needs and solutions is a plus.
• Experience in financial services is an asset.

Responsibilities

• Delivers exceptional service to BMO customers and prospects, identifies needs, and provides guidance on financial solutions.
• Engages customers to complete needs assessments and recommends tailored banking solutions.
• Proactively grows loyalty by engaging with customers and building relationships within the community.
• Offers guidance on digital and self-serve options to make banking easy and fast.
• Supports customer transactions and handles inquiries while adhering to regulatory requirements.

Skills

Customer service

Sales experience

Financial products knowledge

Regulatory compliance understanding

Communication skills

Education

Post-secondary degree in related field

Tools

Social media proficiency

Job description

BMO Financial Group is seeking a Branch Sales & Service professional in Conifer, Colorado. You will identify customer needs, offer tailored financial solutions, and engage customers to grow the bank’s business while delivering an outstanding customer experience.

The role emphasizes advice on products, collaboration with partners, and adherence to risk and regulatory requirements. A strong focus on relationship building and community engagement is required.