Personal Banking Relationship Advisor

Bank of Montreal; California; On-site; USD 46,000 - 76,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Life insurance

Job summary

Bank of Montreal seeks a client-focused banking professional in California to deliver exceptional service to customers and prospects. You will identify needs, advise on financial solutions, and guide clients through needs assessments to grow loyalty and cross-sell retail products.

The role emphasizes collaboration with branch teams, using digital tools to simplify banking and ensure compliant, data-driven lending recommendations.

Qualifications

• 2–3 years of relevant experience and post-secondary degree desirable.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills.
• Ability to work in a team and adapt to varying shifts.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Engages customers to complete needs assessments and grow loyalty.
• Recommends tailored solutions addressing banking channels and products.
• Ensures compliance with legal and regulatory requirements.

Skills

Retail banking

Small business lending

Customer service

Sales orientation

Financial services experience

Digital tools familiarity

Education

Post-secondary degree desirable

Tools

Online tools

Tablets

Smartphones

Social media

Job description

Bank of Montreal seeks a client-focused banking professional in California to deliver exceptional service to customers and prospects. You will identify needs, advise on financial solutions, and guide clients through needs assessments to grow loyalty and cross-sell retail products.

The role emphasizes collaboration with branch teams, using digital tools to simplify banking and ensure compliant, data-driven lending recommendations.