Banking Relationship Advisor

BMO; San Clemente (CA); On-site; USD 42,000 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is expanding its branch team in San Clemente and surrounding communities. You will deliver exceptional customer service while identifying needs and guiding customers to tailored financial solutions, including everyday banking, lending, and small business options.

This role emphasizes proactive engagement, relationship building, and compliance with regulatory requirements as part of a collaborative branch and market team.

Qualifications

• 2–3 years of relevant experience and a post-secondary degree in a related field desirable.
• Appropriate lending qualifications and designations are a plus.
• Experience in financial services is an asset.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides guidance on financial solutions.
• Engages customers to grow BMO’s business and build relationships within the community.
• Gathers needs assessments and recommends tailored banking solutions.

Skills

Customer service

Sales

Interpersonal skills

Communication

Analytical thinking

Education

Post-secondary degree

Tools

CRM software

Digital banking tools

Job description

BMO Financial Group is expanding its branch team in San Clemente and surrounding communities. You will deliver exceptional customer service while identifying needs and guiding customers to tailored financial solutions, including everyday banking, lending, and small business options.

This role emphasizes proactive engagement, relationship building, and compliance with regulatory requirements as part of a collaborative branch and market team.