Relationship Banker: Personal Lending & Financial Solutions

Hispanic Alliance for Career Enhancement; Cedar Crest (NM); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Banking Sales & Service professional at the Cedar Crest, NM branch to deliver exceptional service and advise customers on a range of financial solutions, including everyday banking, lending, and home financing options.

The role emphasizes needs-based assessments, cross-channel engagement, and adherence to regulatory requirements. The position offers a salaried compensation package and benefits, with opportunities to grow within the branch network.

Qualifications

• No formal education requirements stated in ad.

Responsibilities

• Proactively engage with existing customers and prospects to assess needs and grow loyalty.
• Identify financial solutions and preferred banking channels; recommend tailored everyday banking, lending, and small business options.
• Advise clients on digital and self-serve options to simplify and speed up banking.
• Support customer transactions and respond to questions through various channels; meet branch targets.
• Grow BMO's business by generating appointments and building relationships within the community.
• Follow risk, compliance, and lending policies; safeguard assets and maintain data accuracy in lending decisions.

Job description

BMO Financial Group is seeking a Banking Sales & Service professional at the Cedar Crest, NM branch to deliver exceptional service and advise customers on a range of financial solutions, including everyday banking, lending, and home financing options.

The role emphasizes needs-based assessments, cross-channel engagement, and adherence to regulatory requirements. The position offers a salaried compensation package and benefits, with opportunities to grow within the branch network.