Relationship Banker: Personal Banking & Lending Expert

Koitecc Solutions; Gilbert (AZ); 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

The BMO Financial Group in the United States is seeking a Retail Banking Sales & Service professional to deliver exceptional customer experiences by assessing needs and guiding financial solutions aligned with customers' best interests.

You will engage customers to complete needs assessments, recommend tailored solutions across everyday banking, lending, home financing, and small business options, and promote digital channels to simplify banking.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree in related field or an equivalent combination of education and experience.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills.
• Ability to analyze customer needs and provide appropriate solutions.

Responsibilities

• Engages customers to assess needs and propose tailored financial solutions.
• Advise on everyday banking, lending, and home financing options.
• Promotes digital and self-serve channels to improve convenience.
• Ensures accurate data entry and compliance with lending policies.

Skills

Needs-based assessments

Customer relationship

Sales and advisory

Communication skills

Risk & compliance awareness

Education

Post-secondary degree

Job description

The BMO Financial Group in the United States is seeking a Retail Banking Sales & Service professional to deliver exceptional customer experiences by assessing needs and guiding financial solutions aligned with customers' best interests.

You will engage customers to complete needs assessments, recommend tailored solutions across everyday banking, lending, home financing, and small business options, and promote digital channels to simplify banking.