Relationship Banker - Personal Banking & Solutions

Bank of Montreal; Cave Creek (AZ); On-site; USD 41,714 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal seeks a Retail Banking Sales & Service professional to deliver exceptional service and identify customer needs, guiding clients toward tailored financial solutions across everyday banking, lending, and investments. You will engage customers and prospects, schedule appointments, and collaborate with branch teams to grow loyalty while adhering to regulatory requirements and risk controls.

Strong communication and consultative sales experience are valued to deliver a personal

Qualifications

• Typically 2-3 years of relevant experience and a post-secondary degree in related field.
• Experience in financial services is an asset.
• Strong interpersonal skills and consultative sales experience.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Engages customers to complete needs assessments and grow loyalty.
• Proactively engages with customers, generates appointments, and builds relationships.
• Ensures compliance with legal and regulatory requirements and risk policies.

Skills

Customer needs assessment

Sales-oriented

Communication skills

Collaborative / teamwork

Digital tools familiarity

Compliance awareness

Financial advisory guidance

Education

Post-secondary degree in related field

Job description

Bank of Montreal seeks a Retail Banking Sales & Service professional to deliver exceptional service and identify customer needs, guiding clients toward tailored financial solutions across everyday banking, lending, and investments. You will engage customers and prospects, schedule appointments, and collaborate with branch teams to grow loyalty while adhering to regulatory requirements and risk controls.

Strong communication and consultative sales experience are valued to deliver a personal