Relationship Banker: Personal Banking & Lending Pro

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Richfield, MN is seeking a customer-focused banking professional to deliver exceptional service, assess needs, and guide clients through banking and lending options. You will collaborate across channels and branches to drive loyalty and meet business objectives.

Responsibilities include engaging customers, recommending tailored financial solutions, guiding digital options, handling lending inquiries, and upholding risk and regulatory standards while growing relationships

Qualifications

• 2-3 years relevant experience or equivalent combination preferred.
• Experience in financial services is an asset.
• Strong communication and interpersonal skills.
• Ability to analyze customer needs and provide tailored solutions.
• Familiarity with lending and home financing processes is a plus.

Responsibilities

• Lead needs-based assessments with customers and prospects to grow loyalty.
• Recommend tailored financial solutions across everyday banking, lending, and investments.
• Advise on digital self-serve options to simplify banking.
• Process and support lending applications and credit-related inquiries.
• Ensure compliance with risk, regulatory, and privacy requirements.

Skills

Needs-based selling

Customer relationship management

Consultative sales

Financial solutions knowledge

Interpersonal communication

Education

Post-secondary degree

Tools

CRM software

Digital banking tools

Job description

BMO Financial Group in Richfield, MN is seeking a customer-focused banking professional to deliver exceptional service, assess needs, and guide clients through banking and lending options. You will collaborate across channels and branches to drive loyalty and meet business objectives.

Responsibilities include engaging customers, recommending tailored financial solutions, guiding digital options, handling lending inquiries, and upholding risk and regulatory standards while growing relationships