Retail Relationship Banker
$41.71k - $62.5kBank of Montreal
Application Deadline: 07/31/2026 Address: 8125 S. 84th St. Job Family Group: Retail Banking Sales & Service Overview Deliver exceptional service to BMO customers and prospects by identifying customer needs and providing advice and guidance on financial solutions that best serve customers. Work collaboratively within the branch and across channels to achieve business objectives, proactively engage existing customers and prospects, and grow loyalty and opportunities. Responsibilities Conduct needs assessments and recommend tailored financial solutions, including everyday banking, retail investments, lending, home financing, and small business solutions. Guide clients on digital and self‑serve options to make banking easy, simple, and fast. Support customer transactions and manage day‑to‑day branch traffic. Generate appointments, build new relationships within the community, and reach out to potential customers. Resolve issues through consumer credit audits, quality checks, and data entry accuracy. Apply the risk management framework to protect assets and maintain portfolio quality in compliance with lending policies and regulatory requirements. Make credit recommendations for personal lending transactions, including home financing, in line with sound credit principles and bank policies. Integrate marketing promotions and programs into customer conversations. Maintain current knowledge of personal banking products, practices, and market trends. Identify and report suspicious activity related to money laundering. Handle escalations, analyze issues, and determine next steps. Support risk and compliance processes and safeguard customer assets and privacy. Qualifications 2–3 years of relevant experience or a post‑secondary degree in a related field, or an equivalent combination of education and experience. Registration to sell investment products (where applicable). Appropriate lending qualifications and designations. Working knowledge of personal and small business customer needs and solutions. Knowledge of retail investments and lending products. Experience in financial services is an asset. Comfortable with social media, tablets, smartphones, online tools, and applications. Consultative customer‑service or sales background with a focus on delivering a personal experience. Strong interpersonal, listening, problem‑solving, and creative thinking skills. Team collaboration and self‑starter attitude. Compensation & Benefits Salary: $41,714.00 – $62,500.00 (Salaried). Commissions, performance incentives, and discretionary bonuses may apply. Part‑time roles are prorated. BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Equal Employment Opportunity Statement BMO is a proud equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to providing reasonable accommodations to individuals with disabilities. Contact & Apply To apply, send your application through the BMO careers portal. For reasonable accommodation requests, email View email address on click.appcast.io. #J-18808-Ljbffr
$41.71k - $62.5k
...addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including... ...business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves...SuggestedContract workPart timeLocal areaImmediate startDay shift- Bank of Montreal is seeking a Retail Banking Sales & Service professional to deliver exceptional service, assess customer needs, and... ...digital tools, supporting transactions, and building relationships within the community while maintaining risk and compliance with...Suggested
- A leading financial services firm is seeking a Relationship Banker based in Papillion, NE. In this role, you will focus on creating memorable experiences for clients and managing relationships through attentive service. Responsibilities include engaging with clients to...Suggested
- Relationship Banker - Peters Parkway - Papillion, NE Posted 2 days ago. Be among the first 25 applicants. Get AI-powered advice on this job... ...Qualifications, Capabilities, and Skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries...SuggestedFull timeImmediate startAfternoon shift
- BMO Financial Group in the United States is seeking a professional to deliver exceptional service and assess customer needs, providing guidance on everyday banking, lending, home financing, and small business solutions. The role requires 2-3 years of experience and a post...Suggested
$41.71k - $62.5k
The Hispanic Alliance for Career Enhancement in La Vista, Nebraska, is seeking a retail banking associate. The role involves engaging with customers to assess their needs and offering tailored financial solutions. Responsibilities include supporting customer transactions...- ...Relationship Banker Omaha, Nebraska To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge...Work at officeFlexible hoursShift workWeekend workDay shift
- ...meet the financial goals. Responsibilities: * Executes the bank's risk culture and strives for operational excellence * Builds relationships with clients to meet financial needs * Follows established processes and guidelines in daily activities to do what is right for...Work at officeFlexible hoursShift workWeekend workDay shift
- Gulf Coast Bank and Trust Company is seeking a Certified Relationship Banker I to be the first point of contact in the branch, assess client needs, and introduce products and services while building relationships and resolving issues. The role emphasizes cross-selling,...Afternoon shift
- Bank of America is looking for a motivated client services representative in Omaha, Nebraska. This role involves engaging clients, processing transactions, and connecting them with solutions to enhance their financial lives. The ideal candidate has strong communication ...Full time
- Cobalt Credit Union in Omaha, NE is seeking a Personal Banker at the Millard Branch to provide members with accurate financial services and quality service by building relationships through cross selling products and services, while performing teller functions with a digital...
- The Hispanic Alliance for Career Enhancement in Omaha, Nebraska is hiring a specialist to enhance customer engagement by providing tailored financial solutions. The ideal candidate will have 2-3 years of relevant experience in financial services and a focus on delivering...
- Summary The Certified Relationship Banker I provides first line contact for clients as they enter the branch, assessing their needs, sharing products and services information, growing their relationships, and handling complaints or problems. Responsibilities Sells products...Work at officeAfternoon shift
- ...permitted by applicable law. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients...Shift workWeekend workDay shift
- Cobalt Credit Union - Millard Branch in Omaha, NE is seeking a Personal Banker to deliver outstanding member service and financial guidance. You will build relationships through cross-selling products while performing teller duties with a digital focus. The role emphasizes...
- ACCESSbank in Omaha, NE is seeking a Universal Banker to serve clients with a consultative, relationship-focused approach. You will handle routine transactions, open basic accounts, and introduce tailored solutions that deepen client relationships. This role emphasizes...
- ...NE is seeking a Regular Full-Time Officer to manage customer accounts and transactions. This role focuses on building customer relationships and adhering to banking regulations. The ideal candidate will possess strong banking knowledge, customer service skills, and experience...Full time
- ...discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them... ...Typically has a minimum three to four years of job‑related, retail banking experience or a combination of experience and...Temporary work
- ...conversation is a chance to make a real difference and to prove what you're capable of. What you'll do: Build genuine, lasting relationships with members and become their trusted financial resource Originate and close home, home equity and lines of credit, consumer loans...
- ...First Citizens Bank seeks a Business Banker in Omaha, NE to manage business banking relationships and help clients achieve financial goals. Responsibilities include achieving sales and financial targets, fostering partnerships, and ensuring compliance with regulations...
$20 - $21 per hour
...Personal Bankers Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product... ...You have one year of experience in a retail environment engaging with customers and making...Local areaFlexible hoursAfternoon shift- ...Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of... ...provide excellent customer service * Build relationships focused on affluent borrowers with... ...Basic Microsoft Office skills * Documented retail residential mortgage fundings over the past...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$40k - $48k
Job Title: Advisor Support Representative – Open to New Graduates Salary: $40,000-$48,000 per year + annual performance-based bonus Role Type: Full-time, Non-Exempt Location(s) Oakdale, MN 55128 Scottsdale, AZ 85255 Returned to the office requiring a minimum of 4 days ...Full timeWork at officeShift work- ...WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long‑term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear...
- Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$15.85 - $24.29 per hour
...accommodation or an alternative application process. Personal Banker Millard Branch Omaha, NE, US Salary Range: $15.85 To $24.29... ...accurate financial services and quality member service by building relationships through cross selling products and services, as well as...Hourly payMonday to Friday$22 per hour
...positively affect the communities around them. As a Personal Banker at FNBO, you’ll have the opportunity to do that every day by getting... ...your customers toward greater financial well-beingDeepen your relationship with customers through outreachComply with all bank policies,...Hourly payFull timePart timeWork experience placementFlexible hours$22 per hour
...communities around them. As a Personal Banker at FNBO, you'll have the opportunity to... ...greater financial well‑being Deepen your relationship with customers through outreach Comply with... ...or equivalent work experience preferred Retail banking experience preferred Bilingual...Hourly payWork experience placementFlexible hours- Mutual 1st Federal Credit Union in Omaha is seeking a Personal Banker for the 182nd & Maple location. This full-time role combines... ...financial services. You’ll grow your career by building trusted relationships, guiding members through digital banking, and participating in...Full time
- ...Union in Omaha seeks ambitious sales-focused professionals to help members achieve their financial goals. You’ll build lasting relationships, guide loans and credit products, and open and manage everyday accounts while delivering real value. As part of our team, you’ll...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Retail Relationship Banker. Be the first to apply!
- retail sales La Vista, NE
- retail sales full time La Vista, NE
- luxury retail part time La Vista, NE
- retail commission sales La Vista, NE
- part time retail La Vista, NE
- retail accountant La Vista, NE
- retail analyst La Vista, NE
- retail customer service La Vista, NE
- full time retail La Vista, NE
- retail jobs La Vista, NE

