Relationship Banking Advisor — Personal Lending & Growth

Talentify; Ellenton (FL); 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 Financial Group in Florida seeks a customer-focused banking professional to deliver personalized financial solutions and exceptional service. This role emphasizes needs-based assessments, lending guidance, and active engagement across branches and channels.

You will support customers with everyday banking, small business needs, and digital options while building relationships in the community. Requires 2–3 years of relevant experience and a related degree.

Qualifications

• Typically 2–3 years of relevant experience.
• Post-secondary degree in a related field is desirable.

Responsibilities

• Engage customers with needs-based assessments to grow loyalty.
• Advise on financial solutions and preferred banking channels.
• Promote digital and self-serve options to simplify banking.
• Process customer transactions and support banking needs.
• Collaborate with branch and partners to deliver customer experience.
• Identify opportunities and build new relationships in the community.

Skills

Lending qualifications

Sales experience

Customer service excellence

Digital tools proficiency

Communication skills

Collaborative teamwork

Education

Post-secondary degree in related field

Job description

BMO Financial Group in Florida seeks a customer-focused banking professional to deliver personalized financial solutions and exceptional service. This role emphasizes needs-based assessments, lending guidance, and active engagement across branches and channels.

You will support customers with everyday banking, small business needs, and digital options while building relationships in the community. Requires 2–3 years of relevant experience and a related degree.