Relationship Banking Advisor — Growth & Solutions

BMO; Sandy (UT); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is seeking a customer-focused professional to deliver personalized financial guidance and solutions. You will engage with customers, assess needs, and promote digital options while maintaining high service standards.

The role emphasizes relationship building, regulatory compliance, and teamwork within branches to support business objectives. Prior banking experience and a willingness to grow in a dynamic environment are valued.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree in a related field is desirable.
• Experience in financial services is an asset.
• Appropriate lending qualifications and designations may be required for certain roles.
• Strong interpersonal and communication skills for a consultative sales approach.

Responsibilities

• Provide needs-based assessments and tailor financial solutions for customers.
• Engage customers to grow relationships and build new opportunities.
• Advise on digital and self-serve options to simplify banking.
• Assist with customer transactions and ensure accuracy and privacy.
• Collaborate with branch and market teams to meet business objectives.
• Ensure compliance with legal, regulatory and lending policies.

Skills

Customer service

Sales experience

Communication skills

Financial services knowledge

Relationship building

Education

Post-secondary degree

Tools

Social media platforms

Online banking tools

Tablets/Smartphones

Job description

BMO is seeking a customer-focused professional to deliver personalized financial guidance and solutions. You will engage with customers, assess needs, and promote digital options while maintaining high service standards.

The role emphasizes relationship building, regulatory compliance, and teamwork within branches to support business objectives. Prior banking experience and a willingness to grow in a dynamic environment are valued.