Personal Banking Relationship Advisor

BMO Harris Bank; Lafayette (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 seeks a customer-focused Retail Banking Sales & Service professional to deliver tailored financial solutions and exceptional service. You will engage customers, assess needs, and guide them toward appropriate banking channels and products.

Role requires strong communication, problem-solving, and collaborative work with branch teams. Salary is offered with comprehensive benefits and a focus on risk-aware lending practices.

Qualifications

• Experience in financial services is an asset.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Verbal & written communication skills - Good.
• Organization skills - Good.

Responsibilities

• Proactively engages with customers to grow loyalty and identify opportunities.
• Assess needs and offer tailored financial solutions (everyday banking, lending, home financing, small business).
• Advise on digital and self-serve options to simplify banking.
• Build new relationships within the community and through channels.
• Ensure compliance with lending policies and regulatory requirements.

Skills

Consultative sales experience

Interpersonal skills

Listening and problem solving

Strong communication skills

Education

Post-secondary degree in related field

Tools

Social media tools

Online banking tools

Job description

BMO Harris Bank seeks a customer-focused Retail Banking Sales & Service professional to deliver tailored financial solutions and exceptional service. You will engage customers, assess needs, and guide them toward appropriate banking channels and products.

Role requires strong communication, problem-solving, and collaborative work with branch teams. Salary is offered with comprehensive benefits and a focus on risk-aware lending practices.