Relationship Banker - Personal Banking & Lending

Colorado Psychiatric; Denver (CO); Hybrid; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Financial Group in Denver, CO, Bear Valley branch, seeks a customer-focused banking professional. You will deliver exceptional service, identify customer needs, and advise on financial solutions across channels.

The role emphasizes compliant, risk-aware lending and a personal customer experience. You will engage customers to complete needs assessments, promote digital options, and collaborate with partners to meet branch goals while supporting everyday banking, lending, and small business

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree in a related field is desirable.
• Canada only: Registration to sell investment products completed – as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Proficient with social media, tablets, smartphones, and online tools.
• Experience in a consultative customer service or sales role with a focus on personal customer experience.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Engages customers to complete needs assessments and tailor solutions.
• Promotes digital and self-service options to make banking easy, fast, and convenient.
• Supports customer transactions and builds relationships within the community.
• Ensures risk and regulatory requirements are followed in lending and advisory activities.

Skills

Customer service

Needs assessment

Sales & service

Interpersonal skills

Communication

Team collaboration

Education

Post-secondary degree in related field

Job description

BMO Financial Group in Denver, CO, Bear Valley branch, seeks a customer-focused banking professional. You will deliver exceptional service, identify customer needs, and advise on financial solutions across channels.

The role emphasizes compliant, risk-aware lending and a personal customer experience. You will engage customers to complete needs assessments, promote digital options, and collaborate with partners to meet branch goals while supporting everyday banking, lending, and small business