De Novo Retail Relationship Banker: Launch New Branches

BMO; Tracy (CA); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Relationship Banker to engage customers and prospects, assess financial needs, and recommend tailored solutions across everyday banking, lending, and investments. You’ll collaborate with branch teams to deliver exceptional service while driving growth within the community.

The role emphasizes needs-based assessments, personalized service, and building lasting customer relationships, including cross-sell opportunities and credit recommendations in a compliant

Qualifications

• 2-3 years of relevant experience and post-secondary degree desirable
• Canada only: Registration to sell investment products completed
• Appropriate lending qualifications and designations
• Experience in financial services is an asset

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships in the community.
• Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit principles.
• Acts as a key member of a collaborative branch and market team.

Skills

Customer service

Sales skills

Needs assessment

Prospecting

Relationship building

Cross-selling

Lending knowledge

Credit guidance

Communication skills

Networking

Education

Post-secondary degree desirable

Job description

BMO Financial Group is seeking a Relationship Banker to engage customers and prospects, assess financial needs, and recommend tailored solutions across everyday banking, lending, and investments. You’ll collaborate with branch teams to deliver exceptional service while driving growth within the community.

The role emphasizes needs-based assessments, personalized service, and building lasting customer relationships, including cross-sell opportunities and credit recommendations in a compliant