Relationship Banker – Personal Lending & Banking Solutions

BMO; University Park (TX); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO in University Park, TX is seeking a Retail Banking Sales & Service professional to deliver exceptional customer service and advise on financial solutions. You will engage with customers to assess needs, promote tailored banking, lending, and investment options, and guide them to digital tools for a fast, convenient experience.

The role emphasizes risk-aware lending support, cross-team collaboration, and providing a personal customer experience across channels to drive branch results.

Qualifications

• Typically 2–3 years of relevant experience in financial services or sales.
• Post-secondary degree in a related field is desirable.
• Experience in consultative customer service or sales with a focus on personal banking.

Responsibilities

• Engages customers with needs-based assessments to grow loyalty and opportunities.
• Identifies financial solutions across banking, lending and investments.
• Provides guidance on digital and self-serve options to simplify banking.
• Ensures compliance with legal, regulatory, and lending policies.

Skills

Customer service

Needs-based selling

Communication skills

Interpersonal skills

Team collaboration

Education

Post-secondary degree in related field

Job description

BMO in University Park, TX is seeking a Retail Banking Sales & Service professional to deliver exceptional customer service and advise on financial solutions. You will engage with customers to assess needs, promote tailored banking, lending, and investment options, and guide them to digital tools for a fast, convenient experience.

The role emphasizes risk-aware lending support, cross-team collaboration, and providing a personal customer experience across channels to drive branch results.