Retail Banking Relationship Advisor

BMO U.S.; Minneapolis (MN); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO U.S. is seeking a customer-focused retail banker who delivers exceptional service and identifies customers' financial needs. You will guide clients on daily banking solutions, lending options, and digital tools, while collaborating with branch teams to meet sales and service goals.

The role emphasizes proactive outreach, relationship building in the community, and adherence to regulatory requirements, with compensation reflecting market standards and bundled benefits.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree in a related field.
• Experience in financial services is an asset.
• Strong verbal and written communication and interpersonal skills.

Responsibilities

• Provide exceptional service to customers and prospects, identifying needs and advising on financial solutions.
• Engage with customers to grow loyalty and cross-sell products while ensuring regulatory compliance.
• Collaborate with branch teams and partners to deliver a seamless customer experience across channels.
• Assist with risk and compliance processes and protect customer information.

Skills

Customer service

Sales

Needs-based assessment

Financial solutions

Communication skills

Education

Post-secondary degree in related field

Job description

BMO U.S. is seeking a customer-focused retail banker who delivers exceptional service and identifies customers' financial needs. You will guide clients on daily banking solutions, lending options, and digital tools, while collaborating with branch teams to meet sales and service goals.

The role emphasizes proactive outreach, relationship building in the community, and adherence to regulatory requirements, with compensation reflecting market standards and bundled benefits.