Relationship Banker: Personal Finance & Lending Expert

BMO; Tucson (AZ); Vor Ort; USD 42.000 - 66.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Zusammenfassung

BMO is seeking a customer-focused associate in Tucson to deliver tailored financial guidance and exceptional service. You will engage existing customers and prospects, assess needs, and promote suitable everyday banking, lending, and home financing options across branches and channels.

This role emphasizes collaboration, risk awareness, and a personal approach to experience-driven banking, with opportunities across multiple branches and schedules.

Qualifikationen

• Typically 2–3 years of relevant experience and post-secondary degree desirable.
• Knowledge of personal banking products and lending solutions is preferred.
• Experience in a consultative customer service or sales environment is a plus.

Aufgaben

• Provide needs-based assessments to grow loyalty and opportunities.
• Advise on financial solutions including everyday banking, lending, and home financing.
• Promote digital/self-service options to streamline customer experience.
• Support transactions and banking needs across channels and branches.
• Ensure compliance with legal and regulatory requirements and internal policies.

Kenntnisse

Customer service

Needs assessment

Sales experience

Financial solutions

Communication skills

Team collaboration

Problem solving

Regulatory compliance

Attention to detail

Ausbildung

Post-secondary degree desirable

Tools

Online banking tools

Mobile banking apps

Social media

Tablets/Smartphones

Jobbeschreibung

BMO is seeking a customer-focused associate in Tucson to deliver tailored financial guidance and exceptional service. You will engage existing customers and prospects, assess needs, and promote suitable everyday banking, lending, and home financing options across branches and channels.

This role emphasizes collaboration, risk awareness, and a personal approach to experience-driven banking, with opportunities across multiple branches and schedules.