Relationship Banking Advisor - Personal Banking & Lending

BMO U.S.; Lake Oswego (OR); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings

Job summary

BMO Financial Group is seeking a banking professional to deliver exceptional customer service, assess needs, and provide tailored financial solutions. You will collaborate across channels to grow relationships, guide clients through lending and home financing options, and promote digital banking tools for a seamless experience.

You will engage customers, complete assessments, and ensure compliance with regulatory and bank policies while contributing to overall business objectives.

Qualifications

• 2–3 years relevant experience and post-secondary degree desirable

Responsibilities

• Engage customers to assess needs and offer tailored financial solutions
• Grow loyalty and build new relationships within the community
• Process lending applications and ensure compliance with lending policies
• Provide guidance on digital and self-serve options to make banking easy

Skills

Needs assessment

Sales mindset

Customer service

Financial guidance

Education

Post-secondary degree

Tools

CRM software

Online banking tools

Job description

BMO Financial Group is seeking a banking professional to deliver exceptional customer service, assess needs, and provide tailored financial solutions. You will collaborate across channels to grow relationships, guide clients through lending and home financing options, and promote digital banking tools for a seamless experience.

You will engage customers, complete assessments, and ensure compliance with regulatory and bank policies while contributing to overall business objectives.