Relationship Banker: Personal Banking & Lending Expert

Hispanic Alliance for Career Enhancement; University Park (FL); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group is seeking a client-focused banking professional in the United States to deliver exceptional service and identify customers' financial needs. You will advise on available banking products, walk them through lending options, and support both sales and service goals.

The role emphasizes risk-aware advisory, collaboration with branches and partners, and a strong emphasis on personal customer experience. This is a salaried/full-time position with diverse hours across branches.

Qualifications

• 2-3 years of relevant experience (Typical), post-secondary degree desirable.
• Registration to sell investment products is jurisdiction-specific (Canada note) and applies only where relevant.
• Experience in financial services and lending products is an asset.
• Strong verbal and written communication with ability to build rapport and explain financial solutions.

Responsibilities

• Deliver exceptional service to customers and prospects and assess needs to grow loyalty.
• Provide tailored financial solutions across everyday banking, lending, and investments.
• Promote digital/self-serve options and guide customers through channels.
• Ensure data accuracy and compliance with regulatory requirements in lending processes.

Skills

Customer service

Needs-based assessment

Sales advisory

Communication skills

Education

Post-secondary degree in related field

Tools

Social media familiarity

Job description

BMO Financial Group is seeking a client-focused banking professional in the United States to deliver exceptional service and identify customers' financial needs. You will advise on available banking products, walk them through lending options, and support both sales and service goals.

The role emphasizes risk-aware advisory, collaboration with branches and partners, and a strong emphasis on personal customer experience. This is a salaried/full-time position with diverse hours across branches.