Relationship Banking Advisor

BMO; Midlothian (TX); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group is seeking a Customer Banking Specialist in the United States to deliver exceptional service, identify customer needs, and guide clients toward suitable financial solutions across retail banking, lending, and digital channels. You will work with branch teams to provide needs-based advice, promote digital options, and support community relationships.

Responsibilities include engaging customers, maintaining compliance with lending policies, and collaborating to grow the bank's

Qualifications

• Typically 2-3 years of relevant experience and a post-secondary degree in related field.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.

Responsibilities

• Engages customers to complete needs assessments to identify financial solutions.
• Provides advice on retail investments, lending, and everyday banking.
• Builds relationships and generates appointments within the community.
• Adheres to risk management, compliance, and lending policies.
• Looks for opportunities to improve customer experience.

Skills

Customer needs analysis

Sales & service

Credit knowledge

Regulatory compliance

Communication skills

Team collaboration

Problem solving

Financial services experience

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a Customer Banking Specialist in the United States to deliver exceptional service, identify customer needs, and guide clients toward suitable financial solutions across retail banking, lending, and digital channels. You will work with branch teams to provide needs-based advice, promote digital options, and support community relationships.

Responsibilities include engaging customers, maintaining compliance with lending policies, and collaborating to grow the bank's