Relationship Banker: Personal Banking & Lending Advisor

BMO; Johnston (IA); 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 is seeking a Branch Banking Associate to deliver exceptional service and tailor financial solutions for customers in a fast-paced environment. The role focuses on needs-based assessments, cross-selling of banking, lending, and digital options, and strengthening customer relationships within the branch and through channels.

Applicants should have 2–3 years of relevant experience and a post-secondary degree, with a strong emphasis on service, collaboration, and regulatory

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.

Responsibilities

• Delivers exceptional service to BMO customers and prospects, identifying customer needs.
• Provides advice and guidance regarding financial solutions in customers' best interests.
• Engages customers to grow BMO’s business by arranging appointments and building relationships.
• Applies risk management framework to protect assets and ensures compliance with lending policies.

Skills

Verbal & written communication

Organization skills

Collaboration & team skills

Analytical and problem solving

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a Branch Banking Associate to deliver exceptional service and tailor financial solutions for customers in a fast-paced environment. The role focuses on needs-based assessments, cross-selling of banking, lending, and digital options, and strengthening customer relationships within the branch and through channels.

Applicants should have 2–3 years of relevant experience and a post-secondary degree, with a strong emphasis on service, collaboration, and regulatory