Banking Relationship Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused professional in the United States (CA/Modesto area) to deliver tailored financial solutions and exceptional service across banking channels. You will engage customers, assess needs, and present appropriate everyday banking, lending, and retail investment options while promoting digital tools.

You will work in a collaborative branch environment, handle varied shifts, and ensure compliance with lending policies and regulatory requirements while

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree or equivalent.
• Knowledge of personal and small business customer needs and solutions.
• Experience with retail investments and lending products.
• Strong verbal and written communication skills and client relationship focus.
• Consultative customer service or sales experience with a drive to deliver personal customer experience.

Responsibilities

• Engages customers to complete needs assessments and tailor financial solutions.
• Proactively engages existing customers and prospects to grow loyalty and identify opportunities.
• Advise on digital and self-serve banking options to simplify the customer experience.
• Support customer transactions and inquiries, ensuring accuracy and regulatory compliance.
• Collaborate with branch teams and partners to meet business objectives and risk controls.

Skills

Customer service

Sales & upselling

Financial guidance

Regulatory compliance

Relationship building

Education

Post-secondary degree

Tools

CRM systems

Job description

BMO Financial Group is seeking a customer-focused professional in the United States (CA/Modesto area) to deliver tailored financial solutions and exceptional service across banking channels. You will engage customers, assess needs, and present appropriate everyday banking, lending, and retail investment options while promoting digital tools.

You will work in a collaborative branch environment, handle varied shifts, and ensure compliance with lending policies and regulatory requirements while