Relationship Banker — Personal Banking & Lending Expert

Bank of Montreal; Tucson (AZ); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

Bank of Montreal (BMO) is seeking a customer-focused specialist in Retail Banking Sales & Service in Tucson, AZ. You will deliver exceptional service, identify customer needs, and provide guidance on financial solutions across everyday banking, lending, and small business offerings.

You will engage with customers to complete needs assessments, promote digital channels, and collaborate with branch teams to achieve business objectives while ensuring compliance and risk controls.

Qualifications

• Typically 2–3 years of relevant experience with a post-secondary degree or equivalent
• Experience in financial services is an asset
• Knowledge of personal banking products, lending, and small business solutions preferred
• Ability to explain digital/self-serve options and guide customers

Responsibilities

• Deliver exceptional service to BMO customers and prospects
• Identify customer needs and provide tailored financial advice
• Lead needs-based assessments to grow loyalty and identify opportunities
• Promote digital banking channels and self-serve options
• Assist with lending applications and credit recommendations while ensuring compliance

Skills

Customer needs assessment

Sales and advisory skills

Digital banking knowledge

Communication Skills

Collaboration

Education

Post-secondary degree in related field

Tools

Smartphones

Tablets

Job description

Bank of Montreal (BMO) is seeking a customer-focused specialist in Retail Banking Sales & Service in Tucson, AZ. You will deliver exceptional service, identify customer needs, and provide guidance on financial solutions across everyday banking, lending, and small business offerings.

You will engage with customers to complete needs assessments, promote digital channels, and collaborate with branch teams to achieve business objectives while ensuring compliance and risk controls.