Relationship Banker: Personal Banking & Lending Expert

BMO; Mesa (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

BMO Financial Group in the United States (Mesa, AZ) is seeking a Retail Banking Sales & Service professional to engage with customers, assess needs, and provide tailored financial solutions. You will promote digital options and support transactions while driving community relationships and compliant lending decisions.

The role emphasizes consultative sales, strong interpersonal skills, and collaboration across branch teams to deliver exceptional customer experiences.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Strong communication and problem-solving skills.

Responsibilities

• Lead needs-based assessments to grow loyalty and identify opportunities.
• Advise on banking solutions including lending and home financing.
• Promote digital self-serve options and assist with transactions.
• Ensure compliance with regulatory requirements and lending policies.

Skills

Customer needs assessment

Consultative sales

Interpersonal skills

Problem solving

Relationship building

Communication

Education

Post-secondary degree in related field

Lending qualifications and designations

Tools

Smartphones

Tablets

Online tools

Job description

BMO Financial Group in the United States (Mesa, AZ) is seeking a Retail Banking Sales & Service professional to engage with customers, assess needs, and provide tailored financial solutions. You will promote digital options and support transactions while driving community relationships and compliant lending decisions.

The role emphasizes consultative sales, strong interpersonal skills, and collaboration across branch teams to deliver exceptional customer experiences.