Launch-Ready Retail Relationship Banker

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plans

Job summary

BMO Financial Group is seeking a Relationship Banker to help launch new locations and grow client relationships. You will deliver superior service, assess customer needs, and advise on financial solutions across everyday banking, lending, and investment options.

The role emphasizes proactive outreach, collaboration with branch teams, and risk-aware lending practices in a dynamic community-focused environment.

Qualifications

• Typically between 2-3 years of relevant experience and post-secondary degree in related field desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business needs and solutions.
• Experience in financial services is an asset.

Responsibilities

• Delivers exceptional service to customers and prospects and identifies needs to provide financial guidance.
• Engages customers to complete needs assessments and tailor banking solutions across channels.
• Promotes digital and self-serve options to simplify customer experiences.
• Supports customer transactions and grows relationships through outreach and appointments.
• Ensures compliance with regulatory requirements and risk management policies.

Skills

Interpersonal skills

Sales orientation

Communication

Analytical and problem solving

Organization skills

Networking

Customer service

Education

Post-secondary degree

Tools

Social media

Tablets

Smartphones

Online tools

Job description

BMO Financial Group is seeking a Relationship Banker to help launch new locations and grow client relationships. You will deliver superior service, assess customer needs, and advise on financial solutions across everyday banking, lending, and investment options.

The role emphasizes proactive outreach, collaboration with branch teams, and risk-aware lending practices in a dynamic community-focused environment.