Relationship Banker: Personal Banking & Lending

Bank of Montreal; Mesa (AZ); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in Mesa, AZ is seeking a Retail Banking Sales & Service professional to deliver exceptional service to customers and prospects. You will identify needs and offer tailored financial solutions while collaborating with branch partners to achieve sales and service goals.

The role emphasizes proactive outreach, relationship building in the community, and delivering a personal banking experience across channels, with a focus on risk-aware lending and compliance.

Qualifications

• Experience in financial services is an asset.
• Consultative customer service or sales background preferred.
• Strong communication and problem-solving skills required.
• Ability to collaborate with branch teams and partners across channels.

Responsibilities

• Deliver exceptional service to customers and prospects.
• Identify needs and provide guidance on financial solutions.
• Engage with customers to grow relationships and meet branch goals.
• Ensure compliance with legal, regulatory, and lending policies.
• Proactively engage customers and manage risk within the portfolio.

Skills

Customer service

Sales & cross-sell

Needs assessment

Interpersonal communication

Education

Post-secondary degree in related field

Job description

Bank of Montreal in Mesa, AZ is seeking a Retail Banking Sales & Service professional to deliver exceptional service to customers and prospects. You will identify needs and offer tailored financial solutions while collaborating with branch partners to achieve sales and service goals.

The role emphasizes proactive outreach, relationship building in the community, and delivering a personal banking experience across channels, with a focus on risk-aware lending and compliance.