Relationship Banking Advisor

Bank of Montreal; Anthony, NM (NM); On-site; USD 42,000 - 63,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in Anthony, NM, is seeking a branch specialist to deliver exceptional service and identify customers’ needs. You will provide guidance on financial solutions, including everyday banking, lending, and small business products, through in-branch and digital channels.

The role emphasizes needs-based assessments, cross-selling where appropriate, and collaboration with branch partners to meet business objectives while maintaining compliance and risk controls.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Grow loyalty and identify immediate/future opportunities through needs-based assessments.
• Engages customers to complete needs assessments and recommends tailored solutions.

Skills

Customer service

Sales skills

Financial solutions

Communication

Risk awareness

Education

Post-secondary degree

Tools

CRM software

Digital banking tools

Job description

Bank of Montreal in Anthony, NM, is seeking a branch specialist to deliver exceptional service and identify customers’ needs. You will provide guidance on financial solutions, including everyday banking, lending, and small business products, through in-branch and digital channels.

The role emphasizes needs-based assessments, cross-selling where appropriate, and collaboration with branch partners to meet business objectives while maintaining compliance and risk controls.