Relationship Banker: Personal Banking & Lending Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

The BMO U.S. branch in Sandy, Utah is hiring a Retail Banking Sales & Service professional. You will deliver exceptional service, identify customer needs, and guide clients to financial solutions across personal banking, lending, and investments where applicable.

You will engage existing customers and prospects, schedule appointments, and collaborate with branch peers and partners to create a seamless banking experience while ensuring compliance and risk controls.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree.
• Knowledge of personal banking products and lending solutions.
• Experience in a consultative customer service or sales role.

Responsibilities

• Identify customer needs and provide tailored financial solutions.
• Engage with customers to grow loyalty and identify opportunities.
• Guide customers through everyday banking, lending, and small business needs.
• Adhere to risk, privacy, and regulatory requirements.

Skills

Customer service

Needs-based selling

Financial guidance

Communication skills

Relationship building

Education

Post-secondary degree

Job description

The BMO U.S. branch in Sandy, Utah is hiring a Retail Banking Sales & Service professional. You will deliver exceptional service, identify customer needs, and guide clients to financial solutions across personal banking, lending, and investments where applicable.

You will engage existing customers and prospects, schedule appointments, and collaborate with branch peers and partners to create a seamless banking experience while ensuring compliance and risk controls.