Relationship Banker: Personal Banking & Lending Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States (Florida) is seeking a banking professional to deliver exceptional service, identify customer needs, and provide tailored financial solutions across personal and small business banking. You will engage customers, complete needs assessments, and collaborate with branch teams to grow relationships.

Applicants should have 2–3 years of relevant experience and a related post-secondary degree.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree in related field desirable or equivalent
• Knowledge of personal and small business banking products and solutions
• Experience in financial services is an asset

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies needs and provides advice on financial solutions.
• Grows loyalty through needs-based assessments and tailored banking recommendations.
• Ensures compliance with regulatory requirements and risk guidelines.

Skills

Customer needs assessment

Sales oriented

Communication

Risk awareness

Education

Post-secondary degree (related field)

Job description

BMO Financial Group in the United States (Florida) is seeking a banking professional to deliver exceptional service, identify customer needs, and provide tailored financial solutions across personal and small business banking. You will engage customers, complete needs assessments, and collaborate with branch teams to grow relationships.

Applicants should have 2–3 years of relevant experience and a related post-secondary degree.