Retail Banking Relationship Advisor

BMO; Orlando (FL); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plans

Job summary

BMO Financial Group is seeking a customer-focused Banking Specialist in Orlando to deliver personalized financial guidance and exceptional service across branch and digital channels.

You will identify customer needs, propose tailored solutions, and support credit and lending discussions while collaborating with team members to achieve business goals. This role emphasizes integrity, compliance, and customer-centric outcomes.

Qualifications

• Registration to sell investment products completed - Canada only.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Confident with social media, tablets, and online tools.
• Experience in a consultative customer service or sales role.
• Strong focus on delivering a personal customer experience.
• Ability to thrive in a team-based environment.
• Analytical and problem solving skills.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies needs and provides advice on financial solutions.
• Engages customers to complete needs assessments and grow loyalty.
• Advices on digital and self-serve options for banking.
• Ensures compliance with legal, regulatory, and lending policies.
• Collaborates with branch and market teams to meet objectives.

Skills

Customer needs

Sales

Financial guidance

Communication

Teamwork

Risk awareness

Education

Post-secondary degree

Tools

Online tools

Mobile banking

Job description

BMO Financial Group is seeking a customer-focused Banking Specialist in Orlando to deliver personalized financial guidance and exceptional service across branch and digital channels.

You will identify customer needs, propose tailored solutions, and support credit and lending discussions while collaborating with team members to achieve business goals. This role emphasizes integrity, compliance, and customer-centric outcomes.