New-Branch Retail Relationship Banker

BMO Harris Bank; Walnut Creek (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Harris Bank is expanding its De Novo branch network and seeking a Retail Relationship Banker who will deliver exceptional service and build strong community relationships. You will assess customer needs, guide them to financial solutions, and collaborate across channels to drive growth and provide a seamless banking experience.

Ideal candidates bring 2-3 years of experience, strong communication, and a passion for helping customers with everyday banking, lending, and investment solutions.

Qualifications

• Typically 2-3 years of relevant experience or equivalent combination of education and experience.
• Knowledge of personal and small business customer needs and solutions is a plus.
• Familiarity with retail investments and lending products is desirable.
• Excellent verbal and written communication skills.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides financial guidance.
• Engages customers to grow relationships and book appointments.
• Collaborates with branch and partners to deliver the customer experience.
• Maintains knowledge of banking products and trends.

Skills

Customer service

Sales

Needs-based assessments

Networking

Financial solutions advisory

Communication

Education

Post-secondary degree desirable

Job description

BMO Harris Bank is expanding its De Novo branch network and seeking a Retail Relationship Banker who will deliver exceptional service and build strong community relationships. You will assess customer needs, guide them to financial solutions, and collaborate across channels to drive growth and provide a seamless banking experience.

Ideal candidates bring 2-3 years of experience, strong communication, and a passion for helping customers with everyday banking, lending, and investment solutions.