New-Branch Relationship Banker — Launch & Grow

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

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.