Relationship Banker: Personal Banking & Lending

BMO U.S.; Scottsdale (AZ); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group in the United States seeks a client-focused professional to deliver exceptional service, assess customer needs, and guide them toward financial solutions that fit their goals.

You will work across branches and with partners to grow loyalty, complete needs assessments, and offer tailored lending, banking, and digital options while complying with regulatory requirements.

Qualifications

• 2–3 years of relevant experience or equivalent education.
• Understanding of personal and small business needs and solutions.
• Experience in a consultative customer service or sales role.

Responsibilities

• Deliver exceptional service and identify customer needs to offer suitable financial solutions.
• Lead needs-based assessments to grow loyalty and identify opportunities.
• Engage clients with tailored lending, banking, and digital options.
• Collaborate with branch teams and partners to meet business objectives.
• Ensure data accuracy and compliance with lending policies and regulations.

Skills

Needs-based consulting

Relationship building

Cross-channel collaboration

Education

Post-secondary degree

Tools

CRM tools

Job description

BMO Financial Group in the United States seeks a client-focused professional to deliver exceptional service, assess customer needs, and guide them toward financial solutions that fit their goals.

You will work across branches and with partners to grow loyalty, complete needs assessments, and offer tailored lending, banking, and digital options while complying with regulatory requirements.