Relationship Banker - Personal Lending & Banking Solutions

Bank of Montreal; Niwot (CO); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plan

Job summary

Bank of Montreal's Niwot branch seeks a Retail Banking Sales & Service professional to deliver exceptional service, identify needs-based financial solutions, and build lasting relationships with customers and prospects.

You will engage in needs assessments, guide clients through everyday banking, retail investments, lending and home financing products, and collaborate with partners to meet branch objectives.

Qualifications

• Minimum 2–3 years of relevant experience in retail banking
• Post-secondary degree in a related field
• Strong communication and problem-solving skills
• Ability to achieve sales and service goals

Responsibilities

• Provide needs-based financial advice to customers
• Identify opportunities and grow loyalty
• Assist with lending, home financing and small business solutions
• Ensure compliance with risk, privacy, and regulatory requirements

Skills

Customer service

Sales skills

Communication skills

Problem solving

Interpersonal skills

Listening skills

Team collaboration

Education

Post-secondary degree in related field

Job description

Bank of Montreal's Niwot branch seeks a Retail Banking Sales & Service professional to deliver exceptional service, identify needs-based financial solutions, and build lasting relationships with customers and prospects.

You will engage in needs assessments, guide clients through everyday banking, retail investments, lending and home financing products, and collaborate with partners to meet branch objectives.