Relationship Banker: Personal Banking & Lending Advisor

BMO; Chandler (AZ); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO in Chandler, AZ seeks a customer-focused professional in Retail Banking Sales & Service. You will engage with customers to assess needs, advise on financial solutions, and guide them through lending and digital options. The role emphasizes relationship building and compliant risk management in a multi-channel environment.

The position requires 2–3 years of relevant experience and a post-secondary degree, with opportunities to grow within a collaborative branch team.

Qualifications

• Typically between 2-3 years of relevant experience and post-secondary degree in related field desirable or an equivalent combination of education and experience.
• Appropriate lending qualifications and designations.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Engages customers to complete needs assessments and tailor solutions.
• Promotes digital and self-serve options to simplify banking.
• Makes credit recommendations for personal lending transactions.
• Acts as a key member of a collaborative branch and market team.
• Maintains compliance with risk, legal, and regulatory requirements.

Skills

Customer service

Sales-oriented

Communication skills

Relationship building

Education

Post-secondary degree in related field

Job description

BMO in Chandler, AZ seeks a customer-focused professional in Retail Banking Sales & Service. You will engage with customers to assess needs, advise on financial solutions, and guide them through lending and digital options. The role emphasizes relationship building and compliant risk management in a multi-channel environment.

The position requires 2–3 years of relevant experience and a post-secondary degree, with opportunities to grow within a collaborative branch team.