Personal Banking Relationship Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO is seeking a Retail Banking Sales & Service professional in the United States. This role involves delivering exceptional service, identifying customer needs, and guiding clients to suitable financial solutions across everyday banking, lending, and home financing options.

Applicants should bring 2–3 years of relevant experience and a post-secondary degree where possible. The role emphasizes relationship-building, collaboration across branches, and compliance with regulatory requirements.

Qualifications

• Typically 2–3 years of relevant experience.
• Post-secondary degree desirable.
• Experience in financial services is an asset.

Responsibilities

• Delivers exceptional service and identifies customer needs.
• Provides advice on financial solutions and channels.
• Engages with customers to grow relationships and loyalty.
• Partners with branches and other teams to meet objectives.
• Ensures compliance with regulatory requirements in lending and data entry.

Skills

Relationship building

Needs-based selling

Communication skills

Consultative sales

Customer service

Team collaboration

Adaptability

Education

Post-secondary degree in related field

Job description

BMO is seeking a Retail Banking Sales & Service professional in the United States. This role involves delivering exceptional service, identifying customer needs, and guiding clients to suitable financial solutions across everyday banking, lending, and home financing options.

Applicants should bring 2–3 years of relevant experience and a post-secondary degree where possible. The role emphasizes relationship-building, collaboration across branches, and compliance with regulatory requirements.