Relationship Banker: Personal Banking & Lending Advisor

Bank of Montreal; Denver (CO); On-site; USD 41,714 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal (BMO) in Denver region seeks a Consumer Loan Originator to deliver exceptional banking service and grow customer relationships. You will assess client needs, offer tailored personal banking, lending and investment options, and promote digital channels.

Ideal candidates have 2–3 years of relevant experience with a post-secondary degree. Emphasis on consultative sales, risk awareness, and teamwork in a fast-paced branch setting.

Qualifications

• 2–3 years of relevant experience and a post-secondary degree or equivalent,
• Knowledge of personal banking products and retail investments helps,
• Experience in a consultative customer service or sales role
• Strong ability to deliver a personal customer experience
• Collaborative team player with good communication

Responsibilities

• Deliver exceptional service to customers and prospects, assess needs and provide tailored financial solutions.
• Engage customers to generate appointments and build relationships within the community.
• Complete needs assessments and recommend banking solutions and channels.
• Ensure compliance with legal, regulatory requirements and lending policies.
• Support risk management and protect the bank's assets; maintain portfolio quality.
• Assist with credit recommendations for personal lending and home financing

Skills

Consultative selling

Customer service

Communication skills

Interpersonal skills

Team collaboration

Analytical skills

Problem solving

Listening skills

Attention to detail

Education

Post-secondary degree in related field

Tools

Social media tools

Online banking tools

Job description

Bank of Montreal (BMO) in Denver region seeks a Consumer Loan Originator to deliver exceptional banking service and grow customer relationships. You will assess client needs, offer tailored personal banking, lending and investment options, and promote digital channels.

Ideal candidates have 2–3 years of relevant experience with a post-secondary degree. Emphasis on consultative sales, risk awareness, and teamwork in a fast-paced branch setting.