Relationship Banker: Personal Banking & Lending Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group in Chandler, AZ is seeking a customer-focused banking advisor to deliver exceptional service, identify customer needs, and guide clients to financial solutions across everyday banking, lending, and retail investments.

In this role you will work with branch teammates and partners to grow loyalty, schedule appointments, and expand relationships while helping customers navigate digital and self-serve options.

Responsibilities

• Delivers exceptional service to customers and identifies needs to guide financial solutions across banking, lending and investments.
• Engages with customers to grow loyalty, completes needs assessments, and sets up tailored financial options.
• Works with branch and partners to grow business, schedule appointments, and build relationships in the community.
• Follows risk and regulatory requirements and ensures accurate data entry and lending recommendations.

Job description

BMO Financial Group in Chandler, AZ is seeking a customer-focused banking advisor to deliver exceptional service, identify customer needs, and guide clients to financial solutions across everyday banking, lending, and retail investments.

In this role you will work with branch teammates and partners to grow loyalty, schedule appointments, and expand relationships while helping customers navigate digital and self-serve options.