New-Branch Retail Relationship Banker

BMO; Los Angeles (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO is expanding its De Novo branch network in the United States. The Relationship Banker will deliver exceptional service, assess customer needs, and provide tailored financial solutions across banking products. You’ll work with the branch team and partners to drive growth, while promoting digital banking options.

The role emphasizes proactive engagement, community networking, and a customer-centric approach to achieve business objectives within a regulated environment.

Qualifications

• 2-3 years of relevant experience and post-secondary degree desirable or equivalent combination of education and experience.
• Lending qualifications and designations appropriate to the jurisdiction.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills.

Responsibilities

• Proactively engage with existing customers and prospects to grow loyalty and identify opportunities.
• Assess customer needs and recommend tailored financial solutions (everyday banking, lending, investments).
• Guide clients to digital/self-serve options to streamline banking.
• Support customer transactions and branch operations.
• Build new relationships within the community and generate appointments.

Skills

Needs-based assessments

Business development

Networking

Customer service

Sales experience

Credit analysis

Education

Post-secondary degree

Tools

Digital banking tools

Job description

BMO is expanding its De Novo branch network in the United States. The Relationship Banker will deliver exceptional service, assess customer needs, and provide tailored financial solutions across banking products. You’ll work with the branch team and partners to drive growth, while promoting digital banking options.

The role emphasizes proactive engagement, community networking, and a customer-centric approach to achieve business objectives within a regulated environment.