Relationship Banker: Personal Banking & Lending Pro

BMO Harris Bank; Grand Junction (CO); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Harris Bank in Grand Junction is seeking a customer-focused Banking Specialist to deliver exceptional service and identify tailored financial solutions for customers and prospects. You will collaborate with branches and partners to enhance the customer experience and achieve business goals.

The role requires 2–3 years of relevant experience, a post-secondary degree, and knowledge of personal and small business banking products. A collaborative, results-driven mindset is essential for success.

Qualifications

• 2–3 years of relevant experience and a post-secondary degree desirable or equivalent.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills.

Responsibilities

• Lead proactive engagement with existing customers and prospects to grow loyalty.
• Identify needs-based opportunities and recommend tailored financial solutions across channels.
• Advise on digital and self-serve options to simplify banking for customers.
• Support customer transactions and assist with lending applications.
• Build relationships within the community and generate appointments.

Skills

Customer service

Sales

Communication

Relationship building

Education

Post-secondary degree in related field

Lending qualifications

Job description

BMO Harris Bank in Grand Junction is seeking a customer-focused Banking Specialist to deliver exceptional service and identify tailored financial solutions for customers and prospects. You will collaborate with branches and partners to enhance the customer experience and achieve business goals.

The role requires 2–3 years of relevant experience, a post-secondary degree, and knowledge of personal and small business banking products. A collaborative, results-driven mindset is essential for success.