Bilingual Relationship Banker — Personal Banking & Lending

BMO U.S.; Orinda (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a banking professional to engage with customers, assess needs, and guide them toward suitable financial solutions across personal lending, investments, and everyday banking. The role emphasizes proactive outreach, relationship growth, and risk-aware recommendations.

The position involves delivering digital and self-service guidance, ensuring compliant processes, and collaborating with branch teams to achieve business objectives while maintaining high ethical

Qualifications

• Typically between 2–3 years of relevant experience and post-secondary degree in related field or an equivalent combination of education and experience.

Responsibilities

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify opportunities.

Skills

Interpersonal skills

Communication (verbal)

Communication (written)

Analytical skills

Problem solving

Customer service orientation

Education

Post-secondary degree in related field

Equivalent combination of education and experience

Tools

Social media

Online tools

Job description

BMO Financial Group is seeking a banking professional to engage with customers, assess needs, and guide them toward suitable financial solutions across personal lending, investments, and everyday banking. The role emphasizes proactive outreach, relationship growth, and risk-aware recommendations.

The position involves delivering digital and self-service guidance, ensuring compliant processes, and collaborating with branch teams to achieve business objectives while maintaining high ethical