Relationship Banker: Personal Banking & Lending Guide

Hispanic Alliance for Career Enhancement; Phoenix (AZ); On-site; USD 41,260 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings

Job summary

BMO Financial Group in the United States is seeking a customer-focused banking professional to deliver exceptional service, assess needs, and provide tailored financial solutions. You will engage with customers, drive loyalty, and collaborate with branch teams to meet sales and service objectives.

The role emphasizes risk-aware lending guidance, strong communication, and a commitment to ethical, compliant customer interactions across channels.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field desirable or equivalent combination of education and experience.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills with the ability to build rapport.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Proactively engages with customers to grow loyalty and opportunities.
• Books appointments and builds relationships within the community.
• Ensures compliance with legal, regulatory, and lending policies.

Skills

Customer service experience

Sales/upselling

Communication skills

Team collaboration

Problem solving

Education

Post-secondary degree in related field (or equivalent experience)

Job description

BMO Financial Group in the United States is seeking a customer-focused banking professional to deliver exceptional service, assess needs, and provide tailored financial solutions. You will engage with customers, drive loyalty, and collaborate with branch teams to meet sales and service objectives.

The role emphasizes risk-aware lending guidance, strong communication, and a commitment to ethical, compliant customer interactions across channels.