Relationship Banker: Personal Lending & Wealth Solutions

BMO U.S.

Arizona

On-site

USD 42,000 - 66,000

Full time

9 hours ago

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Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group seeks a customer-focused professional to deliver tailored financial solutions across banking, lending, and investments. You will proactively engage existing customers and prospects, identify needs, and present tailored options through in-branch or digital channels.

You will guide clients on everyday banking, home financing, and small business solutions while ensuring compliance and risk governance in a collaborative team setting.

Qualifications

Experience in customer service or sales in financial services.
Knowledge of personal and small business banking products.
Ability to assess customer needs and advise on solutions.
Understanding of lending processes and regulatory requirements.
Familiarity with digital and self-serve banking options.

Responsibilities

Lead needs-based assessments to grow loyalty and opportunities.
Engage customers to identify financial solutions and channels.
Offer guidance on everyday banking, investments, lending, and home financing.
Make credit recommendations aligned with policy and risk guidelines.
Collaborate with branch teams and partners to improve the customer experience.

Skills

Customer service

Needs assessment

Lending

Home financing

Small business

Digital banking

Regulatory compliance

Credit recommendations

Education

Post-secondary degree

Tools

CRM tools

Online banking

Job description

You will guide clients on everyday banking, home financing, and small business solutions while ensuring compliance and risk governance in a collaborative team setting.

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