Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Banking & Lending Relationship Advisor

Bank of Montreal

Bank of Montreal in Plano, TX is seeking a Retail Banking Sales & Service professional who delivers exceptional service, identifies customer needs, and provides advice on financial solutions across everyday banking, lending, and small business products. You will work with branch colleagues and partners to create a seamless customer experience. The role emphasizes proactive engagement with customers, needs assessments, and guidance on digital self-serve options, while adhering to risk and #J-18808-Ljbffr Bank of Montreal

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Personal Banking & Lending Relationship Advisor in Plano, TX vacancy
  •  ...Bank Of America Business Banking Relationship Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the...  ...solutions deposit, merchant, credit card, unsecured lending & digital, excluding specialty lending and treasury.... 
    Suggested
    Work experience placement
    Work at office
    Shift work
    Day shift

    Bank of America

    Plano, TX
    1 day ago
  • $87.7k - $100.1k

    Senior Staff Auditor, Consumer Lending (Hybrid) Capital One’s Audit...  ...atmosphere for both personal growth and professional opportunity...  ...and effective working relationships with key business partners and...  ...2+ years of experience in banking, in the financial services industry... 
    Personal
    Full time
    Part time
    Local area
    3 days per week

    Capital One

    Plano, TX
    4 days ago
  •  ...Commercial, Community & Multifamily Lending CountryPlace Mortgage, a leading nationwide personal property, mortgage and...  ...requests for new and existing relationships by analyzing the financial condition...  ..., tax returns, CPA statements, bank statements, and other necessary... 
    Personal
    Work at office

    Cavco

    Plano, TX
    4 days ago
  •  ...Executive Director in our Home Lending (HL) Risk team, you will be...  ...underwriting, MSR acquisitions, or bank servicing portfolio...  ...to create engaged, lifelong relationships and put our customers at the...  ...financial services, including personal banking, credit cards, mortgages... 
    Personal

    Fairygodboss

    Plano, TX
    4 days ago
  • Product Associate - Home Lending Originations and 1 more Job Information...  ...Unit Consumer & Community Banking Posting Date 03/13/2026, 01:...  ...to create engaged, lifelong relationships and put our customers at the...  ...services, including personal banking, credit cards, mortgages... 
    Personal
    Full time
    Visa sponsorship
    Shift work

    JPMorgan Chase & Co.

    Plano, TX
    1 day ago
  •  ...Senior Associate In Business Banking Lending Finance Bring your analytical expertise to...  ...long-term sustainability. Evaluate relationship-based pricing and discount requests through...  ...of financial services, including personal banking, credit cards, mortgages, auto... 
    Personal
    Visa sponsorship

    Chase

    Plano, TX
    3 days ago
  • Join Fifth Third Bank as a Preferred Relationship Manager in Plano, Texas, where you'll be responsible for expanding and retaining customer relationships within our Preferred Program. Your role involves utilizing consultative-selling techniques to meet customer financial... 

    Fifth Third Bank

    Plano, TX
    1 day ago
  •  ...MSW is dedicated to patient and family-centered care that values personal self-determination, prioritization, and engages in creative and...  ...Stock Purchase Plan, flexible spending accounts, preferred banking partnerships, retirement readiness tools, rollover support and... 
    Personal
    Full time
    Temporary work
    Work experience placement
    Internship
    Monday to Friday
    Flexible hours
    Weekend work
    Day shift

    Mission Hospital

    Plano, TX
    2 days ago
  •  ...Vice President on the Business Banking team, you will be...  ...approach Strong knowledge of US lending and debt collection regulations...  ...to create engaged, lifelong relationships and put our customers at the...  ...services, including personal banking, credit cards, mortgages... 
    Personal

    JPMorgan Chase & Co.

    Plano, TX
    more than 2 months ago
  •  ...Design, Vice President in Auto Lending, you will lead and manage a...  ...to create engaged, lifelong relationships and put our customers at the...  ...Our Consumer & Community Banking division serves our Chase customers...  ...services, including personal banking, credit cards, mortgages... 
    Personal

    JPMorgan Chase & Co.

    Plano, TX
    5 days ago
  •  ...repair, event planning and more. Consumer discounts through Abenity. Retirement readiness, rollover assistance services and preferred banking partnerships. Education assistance (tuition, student loan, certification support, dependent scholarships). Colleague recognition... 
    Full time
    Temporary work
    Part time
    Work at office
    Flexible hours

    Psych Billing Inc

    Richardson, TX
    3 days ago
  •  ...Design Senior Associate in Home Lending, you will play a pivotal role...  ...Proficient communication, relationship-building, and stakeholder management...  ...Our Consumer & Community Banking division serves our Chase...  ...financial services, including personal banking, credit cards, mortgages... 
    Personal

    J.P. Morgan

    Plano, TX
    7 days ago
  •  ...risk, customer behavior, and lending strategy) with a strong...  ...Card, Auto/Lease, Business Banking), Chase LOB data/product experience...  ...to create engaged, lifelong relationships and put our customers at the...  ...services, including personal banking, credit cards, mortgages... 
    Personal

    J.P. Morgan

    Plano, TX
    19 days ago
  •  ...within the Consumer & Community Banking, you are an integral part of an...  ...is to create engaged, lifelong relationships and put our customers at the heart...  ...services that cover everything from personal and small business banking as well as lending, mortgages, credit cards,... 
    Personal

    J.P. Morgan

    Plano, TX
    17 days ago
  •  ...within the Consumer and Community Banking technology - Deposits Platform,...  ...is to create engaged, lifelong relationships and put our customers at the heart...  ...that cover everything from personal and small business banking as well as lending, mortgages, credit cards, payments... 
    Personal

    J.P. Morgan

    Plano, TX
    1 day ago
  •  ...within the Consumer & Community Banking Digital Technology team, you, you...  ...is to create engaged, lifelong relationships and put our customers at the heart...  ...that cover everything from personal and small business banking as well as lending, mortgages, credit cards, payments... 
    Personal

    J.P. Morgan

    Plano, TX
    1 day ago
  •  ...As an Associate in Home Lending Risk Strategy Analytics, you...  ...to create engaged, lifelong relationships and put our customers at the...  ...Our Consumer & Community Banking division serves our Chase customers...  ...financial services, including personal banking, credit cards,... 
    Personal
    Work at office
    Visa sponsorship

    J.P. Morgan

    Plano, TX
    19 days ago
  •  ...understood. We build lasting relationships by doing the right thing,...  ...Banker II within Consumer Banking, you will represent our...  ...financial needs, and offer personalized financial solutions. Cultivate...  ...Partners (Private Client Advisors, Home Lending Advisors, and Business... 
    Personal
    Immediate start

    J.P. Morgan

    Plano, TX
    8 days ago
  •  ...qualified applicants. Prosperity Bank is an Equal Opportunity...  ...groups, trade associations, and personal sphere of influence. MLOs...  ...regularly to build internal relationships, educate employees about introducing...  ...informed of and adheres to lending standards, related legal... 
    Personal
    Full time
    Work at office
    Monday to Friday

    Prosperity Bank and Trust Co

    Plano, TX
    4 days ago
  •  ...Preparation Specialist Sunflower Bank, N.A. is looking for an...  ...necessary for commercial lending transactions including new loans...  ...ensure accuracy of each loan Personal understanding of entity...  ...develop and maintain working relationships with peers, co-workers and other... 
    Personal
    Full time

    Sunflower Bank

    Plano, TX
    3 days ago
  •  ...within the Consumer and Community Banking's Technology, BBAO team, you...  ...is to create engaged, lifelong relationships and put our customers at the heart...  ...services that cover everything from personal and small business banking as well as lending, mortgages, credit cards,... 
    Personal
    Work experience placement

    J.P. Morgan

    Plano, TX
    6 days ago
  • $20.67 per hour

     ...Personal Banker Location : Location US-TX-Plano...  ...Category Retail Banking Position Type Full...  ...proactively about building relationships, delivering solutions, and representing...  ...including familiarity with lending, previous work in retail,... 
    Personal
    Full time
    Work at office

    WaFd Bank

    Plano, TX
    1 day ago
  •  ...PLAN Areas of Interest: Consumer Banking; Consumer Lending Pay Transparency Salary Range:...  ...clients and each other. Join us as a Personal Banker and kickstart your career with...  ...expand, and retain long-term client relationships. While providing consultative conversations... 
    Personal
    Local area

    BOK Financial

    Plano, TX
    2 days ago
  •  ...proactively growing and deepening relationships with both existing and new...  ...well as referring related banking products and services. In...  ...clients and prospects through personal calling efforts and other...  ...ongoing basis. Communications lending decisions to clients.... 
    Personal
    Work at office
    Local area

    Hancock Whitney

    Plano, TX
    4 days ago
  •  ...the company’s success. As a Personal Banker within PNC's Legacy Branch...  ...acquire, expand and retain relationships. Creates customer loyalty...  ...considered. Accountability Banking Client Loyalty Customer Experience...  ...Solving Prospecting Retail Lending Selling Understanding... 
    Personal
    Full time
    Temporary work
    Work at office
    Shift work

    PNC Financial Services Group

    Plano, TX
    1 day ago
  •  ...States! We specialize in providing flexible lending solutions and incomparable customer...  ...environment. Externally, you will work with our bank group, legal partners, rating agencies,...  ...Time Off (PTO) to start + 1 additional personal holiday 401k + employer match Company provided... 
    Personal
    Bank staff
    Flexible hours

    Republic Finance

    Plano, TX
    11 hours ago
  •  ...the Consumer and Community Banking (CCB) organization, you will...  ...supports the Business Banking Lending Product. Job...  ...Management: Establishes productive relationships with internal stakeholders,...  ...financial services, including personal banking, credit cards, mortgages... 
    Personal

    Chase

    Plano, TX
    3 days ago
  •  ...solutions in accordance with lending guidelines and clients' requirements...  ...a portfolio of customer relationships. Seeks prospective...  ...position. Preferred Skills Banking Products, Client Prospecting,...  ...employment opportunity to qualified persons regardless of race, color,... 
    Personal
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Plano, TX
    5 days ago
  •  ...transaction Build and maintain strong relationships with internal business stakeholders...  ...in commercial real estate lending or 5 years of other banking or finance experience ~ Thorough...  ...cash flows, property valuation, and personal financial statements ~ Ability to... 
    Personal

    Chase

    Plano, TX
    5 days ago
  •  ...Join to apply for the Personal Banker role at PNC Position Overview...  ...acquire, expand and retain relationships. Creates customer loyalty...  ...Preferred Skills Accountability, Banking, Client Loyalty, Customer...  ...Solving, Prospecting, Retail Lending, Selling, Understanding... 
    Personal
    Full time
    Temporary work
    Work experience placement
    Work at office

    PNC

    Plano, TX
    11 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banking & Lending Relationship Advisor. Be the first to apply!