Relationship Banker: Personal Banking & Lending Advisor

BMO U.S.; Minneapolis (MN); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group in Minneapolis, MN seeks a customer-focused banking professional to grow relationships through needs-based assessments and tailored financial solutions, including everyday banking, lending, home financing, and small business services. The role emphasizes cross-channel collaboration and delivering a personalized customer experience.

You will guide customers on digital options, support transactions, engage prospects, and contribute to growth while complying with regulatory and

Qualifications

• 2-3 years of relevant experience and post-secondary degree desirable
• Appropriate lending qualifications and designations
• Experience in financial services is an asset
• Strong interpersonal and problem-solving skills

Responsibilities

• Lead needs-based assessments to grow loyalty and identify opportunities
• Engage customers to complete assessments and tailor financial solutions
• Provide guidance on digital and self-serve options
• Support customer transactions and channel-based service delivery
• Develop new relationships through community engagement
• Ensure compliance with lending policies and regulatory requirements
• Make credit recommendations for personal lending transactions
• Collaborate with branch team to deliver exceptional customer experience

Skills

Needs-based assessments

Customer relationship building

Sales and service experience

Lending knowledge

Education

Post-secondary degree

Tools

CRM systems

Online banking platforms

Tablets & smartphones usage

Job description

BMO Financial Group in Minneapolis, MN seeks a customer-focused banking professional to grow relationships through needs-based assessments and tailored financial solutions, including everyday banking, lending, home financing, and small business services. The role emphasizes cross-channel collaboration and delivering a personalized customer experience.

You will guide customers on digital options, support transactions, engage prospects, and contribute to growth while complying with regulatory and