Relationship Banker: Personal Banking & Lending Advisor

BMO; Sandy (UT); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement plans

Job summary

BMO Financial Group in Utah is seeking a customer banking advisor to deliver exceptional service, assess customer needs, and guide clients to appropriate financial solutions. You will work within the branch and partner networks to enhance the customer experience and achieve business goals.

The role emphasizes consultative sales, risk-aware lending recommendations, and a personal customer experience in a community banking setting.

Qualifications

• Typically requires 2–3 years of relevant experience with a post-secondary degree.
• Experience in financial services is an asset.

Responsibilities

• Proactively engage with customers to identify needs and advise on financial solutions.
• Lead needs assessments to grow loyalty and identify opportunities.
• Provide guidance on digital/self-serve options to simplify banking.
• Assist customers with transactions and build new relationships.
• Ensure compliance with lending policies and regulatory requirements.

Skills

Customer service

Needs-based assessments

Sales experience

Lending knowledge

Home financing

Credit analysis

Education

Post-secondary degree

Job description

BMO Financial Group in Utah is seeking a customer banking advisor to deliver exceptional service, assess customer needs, and guide clients to appropriate financial solutions. You will work within the branch and partner networks to enhance the customer experience and achieve business goals.

The role emphasizes consultative sales, risk-aware lending recommendations, and a personal customer experience in a community banking setting.