Relationship Banker — Personal Banking & Lending Expert

Bank N.A.; Kennewick (WA); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank N.A. in Kennewick, WA is seeking a customer-focused banking professional to deliver exceptional service, assess customer needs, and guide them to appropriate financial solutions across everyday banking, lending, and investment options.

The role emphasizes proactive outreach, strong product knowledge, compliance, and collaboration with branch teams to grow loyalty and represent the bank in the community.

Qualifications

• 2–3 years of relevant experience preferred.
• Post-secondary degree in related field desirable.
• Lending qualifications and designations where applicable.
• Experience in financial services is an asset.
• Knowledge of personal banking products.

Responsibilities

• Delivers exceptional service to BMO customers and prospects, identifies needs and provides guidance on financial solutions.
• Leads proactive engagement with existing customers to grow loyalty and identify opportunities.
• Assess customer needs and recommend tailored banking, lending, and investment solutions across channels.
• Promotes digital and self‑serve options to make banking easy, fast and convenient.
• Support customer transactions and assist in building new relationships within the community.
• Ensure compliance with lending policies, risk controls, and regulatory requirements.

Skills

Customer service

Sales experience

Financial knowledge

Communication

Education

Post-secondary degree in related field

Job description

Bank N.A. in Kennewick, WA is seeking a customer-focused banking professional to deliver exceptional service, assess customer needs, and guide them to appropriate financial solutions across everyday banking, lending, and investment options.

The role emphasizes proactive outreach, strong product knowledge, compliance, and collaboration with branch teams to grow loyalty and represent the bank in the community.