Relationship Banker: Personal Lending & Advisory

Koitecc Solutions

Denver (CO)

Hybrid

USD 42,000 - 69,000

Full time

5 days ago

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Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused Banking Associate to deliver exceptional service at the Bear Valley branch. You will identify customer needs, offer tailored financial solutions, and guide clients through retail lending and everyday banking options.

The role emphasizes a proactive sales mindset, risk-aware lending, and collaboration with branch teams to enhance the overall customer experience. Denver-based position offering salaried compensation.

Qualifications

2-3 years of relevant experience and a post-secondary degree in a related field desirable.
Canada only: registration to sell investment products as appropriate for the jurisdiction.
Appropriate lending qualifications and designations.
Working knowledge of personal and small business customer needs and solutions.
Experience in financial services is an asset.

Responsibilities

Lead engaging with existing customers and prospects to grow loyalty and identify opportunities.
Perform needs assessments to identify financial solutions and channels.
Advise on digital and self-serve options to simplify banking for customers.
Support customer transactions and balance workload during peak times.
Grow business by building relationships within the community and through multiple channels.
Ensure compliance with legal and regulatory requirements and lending policies.
Provide credit recommendations for personal lending and home financing.