Relationship Banking Advisor - Personal & Small Biz

BMO U.S.; Cedar Crest (NM); 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 Cedar Crest, NM seeks a customer-focused associate to engage with clients, assess needs, and recommend tailored financial solutions including lending and everyday banking options.

The role emphasizes consultative sales, relationship-building in the community, and adherence to regulatory requirements while guiding clients through digital self-serve options. Strong interpersonal skills and problem-solving are essential.

Qualifications

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

Responsibilities

• Lead needs-based assessments with existing customers and prospects to grow loyalty and identify opportunities.
• Engage customers to identify financial solutions and preferred banking channels; tailor solutions for sales and service needs.
• Provide guidance on digital and self-serve options to simplify banking for customers.
• Support customer transactions and help grow BMO’s business by building relationships in the community.
• Ensure compliance with lending policies, risk framework, and regulatory requirements in recommendations.

Skills

Needs-based assessment

Consultative sales

Customer service

Education

Post-secondary degree in related field

Job description

BMO Financial Group in Cedar Crest, NM seeks a customer-focused associate to engage with clients, assess needs, and recommend tailored financial solutions including lending and everyday banking options.

The role emphasizes consultative sales, relationship-building in the community, and adherence to regulatory requirements while guiding clients through digital self-serve options. Strong interpersonal skills and problem-solving are essential.