Relationship Banker: Trusted Financial Advisor

BMO; Johnston (IA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Retirement savings plans

Job summary

BMO Harris Bank in Johnston, IA, is hiring a Retail Banking Sales & Service professional to deliver exceptional service, assess customer needs, and guide financial solutions. The role involves proactive engagement, coordinating with branch and market teams, and advising on personal lending and everyday banking options.

Requirements include a post-secondary degree with 2–3 years of relevant experience, lending qualifications, and strong communication and collaboration skills.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field desirable.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships.
• Makes credit recommendations for personal lending transactions, including home financing.
• Acts as a key member of a collaborative and versatile branch and market team.

Skills

Communication skills

Interpersonal skills

Organizational skills

Analytical thinking

Team collaboration

Education

Post-secondary degree in related field

Job description

BMO Harris Bank in Johnston, IA, is hiring a Retail Banking Sales & Service professional to deliver exceptional service, assess customer needs, and guide financial solutions. The role involves proactive engagement, coordinating with branch and market teams, and advising on personal lending and everyday banking options.

Requirements include a post-secondary degree with 2–3 years of relevant experience, lending qualifications, and strong communication and collaboration skills.