Relationship Banker: Personal Lending & Digital Banking

BMO; Mayer (AZ); Vor Ort; USD 42.000 - 66.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Zusammenfassung

BMO Financial Group in Mayer, AZ seeks a customer-focused Banking Associate to provide needs-based advice, grow relationships and help customers navigate everyday banking, lending and investing options. You will engage existing clients, assess needs, and promote tailored solutions while ensuring compliance and excellent service.

This salaried role emphasizes risk-aware personal service, collaboration with branch teams and community outreach, with opportunities to learn about digital tools and

Qualifikationen

• 2-3 years of relevant experience and post-secondary degree desirable
• Canada only: registrations to sell investment products if applicable
• Appropriate lending qualifications and designations
• Knowledge of personal and small business customer needs and solutions
• Experience with retail investments and lending products
• Experience in financial services is an asset
• Comfort with social media, tablets, smartphones and online tools
• Experience in consultative customer service or sales
• Commitment to helping customers and delivering personal service
• Ability to thrive in a consultative sales and team environment
• Resourceful self-starter with confidence
• Willingness to collaborate in different capacities as part of a team
• Strong interpersonal skills and relationship-building
• Active listening and flexible problem-solving
• Specialized knowledge
• Good verbal and written communication
• Good organization and collaboration skills
• Analytical and problem solving skills

Aufgaben

• Deliver needs-based assessments to identify financial solutions for customers
• Engage customers to grow loyalty and identify opportunities
• Advise on digital and self-serve options to simplify banking
• Support customer transactions and account needs
• Grow business through community outreach and new relationships
• Ensure compliance with legal and lending policies
• Apply risk management framework to protect assets
• Make credit recommendations in line with policy
• Collaborate with branch and market teams
• Integrate marketing promotions into customer conversations
• Maintain accurate and complete client information
• Proactively improve the overall customer experience
• Contribute to business results and branch performance
• Potentially work across multiple branches or channels
• Adhere to risk and compliance processes
• Stay current with financial services landscape and regulations

Kenntnisse

Customer service

Sales experience

Communication skills

Listening and problem solving

Collaboration & teamwork

Self-starter

Adaptability

Interpersonal skills

Ausbildung

Post-secondary degree in related field

Lending qualifications and designations

Jobbeschreibung

BMO Financial Group in Mayer, AZ seeks a customer-focused Banking Associate to provide needs-based advice, grow relationships and help customers navigate everyday banking, lending and investing options. You will engage existing clients, assess needs, and promote tailored solutions while ensuring compliance and excellent service.

This salaried role emphasizes risk-aware personal service, collaboration with branch teams and community outreach, with opportunities to learn about digital tools and