Relationship Banker: Personal Lending & Banking Solutions

BMO; Plano (TX); On-site; USD 42,000 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Retirement savings plans

Job summary

BMO Financial Group in Plano, TX is seeking a customer-focused banking professional to deliver personalized financial solutions and exceptional service. You will assess needs, advise on banking channels, and guide clients through everyday banking, lending, and home financing products.

Join a collaborative branch team focused on growth and compliance. You will engage with customers to grow loyalty, promote digital tools, and support smooth transactions across channels, while upholding regulatory

Qualifications

• 2-3 years of relevant experience with post-secondary degree desirable.
• Lending qualifications and knowledge of personal and small business needs.
• Experience in financial services is an asset.
• Strong communication and interpersonal skills.

Responsibilities

• Engages customers to complete needs assessments and identifies financial solutions.
• Advises on banking channels and tailored solutions (everyday banking, lending, home financing, small business).
• Promotes digital/self-serve options and guides customers through transactions.
• Builds relationships and appointments within the community to grow business.

Skills

Needs-based selling

Customer service

Financial solutions

Regulatory compliance

Communication skills

Team collaboration

Education

Post-secondary degree

Job description

BMO Financial Group in Plano, TX is seeking a customer-focused banking professional to deliver personalized financial solutions and exceptional service. You will assess needs, advise on banking channels, and guide clients through everyday banking, lending, and home financing products.

Join a collaborative branch team focused on growth and compliance. You will engage with customers to grow loyalty, promote digital tools, and support smooth transactions across channels, while upholding regulatory