Relationship Banker: Personal Lending & Banking Advisor

BMO; Minneapolis (MN); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings

Job summary

BMO Financial Group in Minneapolis is seeking a Customer Banking Advisor to deliver exceptional service and guidance across banking, lending, and investments. You will assess needs and tailor financial solutions for customers and prospects.

You will work closely with branch teammates and partners to expand relationships, promote digital tools, and ensure compliant, high-quality service while maintaining a personal touch.

Qualifications

• Typically between 2-3 years of relevant experience.
• Post-secondary degree desirable or equivalent experience.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Confident and experienced with social media and digital tools.
• Strong communication and relationship-building skills.

Responsibilities

• Proactively engage with customers to assess needs and tailor financial solutions.
• Advise on everyday banking, lending, home financing, and small business solutions.
• Promote digital and self-serve options to streamline banking.
• Support customer transactions and build new relationships in the community.
• Collaborate with branch team and partners to deliver a seamless customer experience.
• Ensure risk, privacy, and regulatory compliance in all interactions.

Skills

Customer service

Sales

Needs-based selling

Relationship building

Cross-functional collaboration

Education

Post-secondary degree

Job description

BMO Financial Group in Minneapolis is seeking a Customer Banking Advisor to deliver exceptional service and guidance across banking, lending, and investments. You will assess needs and tailor financial solutions for customers and prospects.

You will work closely with branch teammates and partners to expand relationships, promote digital tools, and ensure compliant, high-quality service while maintaining a personal touch.