Relationship Banker: Personal Finance & Lending Expert

BMO; Plymouth (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 Banking Center in Minnesota seeks a customer-focused advisor to deliver financial guidance, identify customer needs, and provide tailored banking solutions. You will work with customers and partners across channels to achieve sales goals while maintaining exceptional service.

Responsibilities include needs assessments, recommending lending and everyday banking products, and guiding customers through digital options to simplify their banking experience.

Qualifications

• 2-3 years of relevant experience or equivalent combination of education and experience.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Verbal & written communication skills - Good.

Responsibilities

• Engages customers to identify needs and provide tailored financial solutions.
• Takes a lead in engaging existing customers and prospects to grow loyalty.
• Provides guidance on digital and self-serve options to simplify banking.
• Acts as a key team member within the branch and market to meet business objectives.
• Ensures compliance with lending policies and regulatory requirements.

Skills

Interpersonal skills

Customer service mindset

Sales oriented

Communication skills

Education

Post-secondary degree in related field

Job description

BMO Banking Center in Minnesota seeks a customer-focused advisor to deliver financial guidance, identify customer needs, and provide tailored banking solutions. You will work with customers and partners across channels to achieve sales goals while maintaining exceptional service.

Responsibilities include needs assessments, recommending lending and everyday banking products, and guiding customers through digital options to simplify their banking experience.