Relationship Banker: Personal Banking & Lending Advisor

BMO Harris Bank; Forest Grove (OR); On-site; USD 42,000 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Job summary

BMO Harris Bank in Forest Grove, OR is seeking a branch sales and service professional to deliver personalized banking solutions, engage customers, and grow relationships. You will assess needs and guide clients to suitable products and services.

The role emphasizes collaboration with partners, risk-aware lending guidance, and adherence to regulatory requirements, with a salaried compensation structure and competitive benefits.

Qualifications

• Typically between 2–3 years of relevant experience and a post-secondary degree in a related field.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Verbal & written communication skills are good.

Responsibilities

• Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides guidance on financial solutions.
• Engages customers to complete needs assessments and recommends tailored banking solutions addressing sales and service needs.
• Offers clients guidance on digital and self-serve options to make banking easy and fast.
• Engages customers to grow BMO's business by building relationships and coordinating with branch partners.

Skills

Interpersonal skills

Analytical thinking

Problem solving

Verbal communication

Written communication

Team collaboration

Listening skills

Organization skills

Education

Post-secondary degree in related field

Tools

Social media

Tablets

Smartphones

Online tools & apps

Job description

BMO Harris Bank in Forest Grove, OR is seeking a branch sales and service professional to deliver personalized banking solutions, engage customers, and grow relationships. You will assess needs and guide clients to suitable products and services.

The role emphasizes collaboration with partners, risk-aware lending guidance, and adherence to regulatory requirements, with a salaried compensation structure and competitive benefits.