De Novo Relationship Banker

BMO; San Francisco (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

BMO in San Francisco is seeking a Retail Relationship Banker to play a key role in our DeNovo branch expansion, helping launch new locations, shaping team culture, and driving client growth from day one.

You will deliver exceptional service, identify customer needs, and guide clients to financial solutions across everyday banking, lending, and investments while promoting digital self-serve options to create a fast, simple banking experience.

Qualifications

• Identifies customer needs and provides guidance on financial solutions.
• Engages in needs-based assessments to grow loyalty and opportunities.
• Ability to network and build relationships with clients and community.

Responsibilities

• Takes a lead in engaging with customers and prospects to grow loyalty.
• Identifies financial solutions and preferred channels; tailors recommendations.
• Advises on digital and self-serve options to simplify banking.
• Supports customer transactions and contributes to branch goals.
• Generates appointments and builds new relationships for growth.

Skills

Needs-based sales

Customer service

Networking

Entrepreneurial mindset

Job description

Join us in building something new. This Retail Relationship Banker requisition supports our DeNovo branch expansion, where you’ll have the opportunity to help launch new locations, shape team culture, and drive client growth from day one. We’re looking for individuals who bring creativity, a passion for business development, and an entrepreneurial mindset with a focus on building strong community and networking relationships.

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.

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

• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).

• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.

• Supports customer transactions needs based on customer traffic.

• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships