Relationship Banker — Personal Banking & Lending

BMO U.S.; Minneapolis (MN); 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 customer-focused professional in Minnesota to deliver personalized financial guidance and solutions. The role involves engaging customers, assessing needs, and recommending appropriate banking and lending products while ensuring regulatory compliance and risk controls.

The position highlights a collaborative branch environment, opportunities to grow customer relationships, and a focus on delivering a seamless customer experience across channels.

Qualifications

• Typically 2–3 years of relevant experience in financial services.
• Post-secondary degree in related field is desirable.
• Canada only: registration to sell investment products completed (where applicable).
• Knowledge of personal banking and small business needs, products, and solutions.

Responsibilities

• Provide needs-based assessments to grow loyalty and identify opportunities.
• Offer tailored financial solutions across banking channels.
• Advise on digital and self-serve options to streamline banking for customers.
• Ensure compliance with risk management and lending policies.

Skills

Needs‑based assessments

Customer service

Financial solutions

Risk/compliance awareness

Education

Post-secondary degree

Lending qualifications

Tools

Social media

Online tools

Job description

BMO Financial Group is seeking a customer-focused professional in Minnesota to deliver personalized financial guidance and solutions. The role involves engaging customers, assessing needs, and recommending appropriate banking and lending products while ensuring regulatory compliance and risk controls.

The position highlights a collaborative branch environment, opportunities to grow customer relationships, and a focus on delivering a seamless customer experience across channels.