Relationship Banker: Solve Needs with Personal Banking & Lending

Bank of Montreal; Lake Oswego (OR); On-site; USD 42,000 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in the United States is seeking a customer-focused specialist to deliver tailored financial guidance across personal and small business banking channels. You will assess customer needs, promote digital options, and collaborate with branch and partners to meet sales and service objectives.

The role emphasizes proactive outreach, risk-aware decision making, and delivering a personalized customer experience in a fast-paced retail banking environment.

Qualifications

• Typically 2–3 years of relevant financial services experience.
• Post-secondary degree in related field desirable or equivalent experience.
• Knowledge of lending and banking products is a plus.
• Experience with compliance and risk controls is valued.

Responsibilities

• Delivers exceptional service and identifies customer needs to provide suitable financial solutions.
• Engages customers to grow loyalty through needs-based assessments and proactive outreach.
• Advises on everyday banking, lending, home financing, and small business solutions.
• Promotes digital/self-serve options to simplify banking for customers.
• Ensures risk, privacy, and regulatory requirements are followed in all interactions.

Skills

Customer service

Needs analysis

Relationship building

Communication

Regulatory compliance

Education

Post-secondary degree

Job description

Bank of Montreal in the United States is seeking a customer-focused specialist to deliver tailored financial guidance across personal and small business banking channels. You will assess customer needs, promote digital options, and collaborate with branch and partners to meet sales and service objectives.

The role emphasizes proactive outreach, risk-aware decision making, and delivering a personalized customer experience in a fast-paced retail banking environment.