Relationship Banker: Personal Banking & Lending Expert

BMO U.S.; Portland (OR); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Life insurance

Job summary

BMO U.S. is seeking a customer-focused professional to deliver exceptional service and provide tailored financial guidance in a branch environment.

You will assess customer needs, discuss everyday banking and lending solutions, and promote digital self-serve options to simplify banking while building lasting relationships. In this role, you will engage prospects, schedule appointments, and collaborate with partners to meet business objectives, ensuring compliance with regulations and risk

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree in related field desirable.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills with a consultative sales approach.

Responsibilities

• Deliver exceptional service and identify customer needs to offer financial solutions.
• Lead needs-based assessments to grow loyalty and opportunistically expand relationships.
• Advise on digital options and self-serve tools to simplify banking.
• Proactively engage customers to generate appointments and build new relationships.
• Ensure compliance with lending policies and regulatory requirements.

Skills

Needs-based selling

Customer advisory

Financial solutions

Relationship building

Regulatory compliance

Cash handling

Team collaboration

Education

Post-secondary degree in related field

Job description

BMO U.S. is seeking a customer-focused professional to deliver exceptional service and provide tailored financial guidance in a branch environment.

You will assess customer needs, discuss everyday banking and lending solutions, and promote digital self-serve options to simplify banking while building lasting relationships. In this role, you will engage prospects, schedule appointments, and collaborate with partners to meet business objectives, ensuring compliance with regulations and risk