Relationship Banker: Personal Banking & Lending Expert

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Accident and life insurance

Job summary

BMO Financial Group is seeking a branch-based professional in the United States to deliver exceptional customer service and advisory support for banking solutions. The role focuses on needs-based assessments across everyday banking, lending, and small business options, with collaboration across channels to meet business goals.

The candidate will engage customers, provide tailored financial guidance, and promote digital self-serve options while ensuring compliance and risk management in all

Qualifications

• Experience in consultative sales and financial services.
• Ability to identify customer needs and propose tailored financial solutions.
• Familiar with regulatory requirements and risk practices.

Responsibilities

• Engage customers to assess needs and present suitable banking solutions.
• Advise on everyday banking, lending, investments and credit options.
• Lead in delivering exceptional service and coordinating with branch teams.
• Ensure compliant data entry and support process improvements.

Skills

Customer service

Sales

Needs assessment

Financial guidance

Communication

Interpersonal skills

Team collaboration

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a branch-based professional in the United States to deliver exceptional customer service and advisory support for banking solutions. The role focuses on needs-based assessments across everyday banking, lending, and small business options, with collaboration across channels to meet business goals.

The candidate will engage customers, provide tailored financial guidance, and promote digital self-serve options while ensuring compliance and risk management in all