Personal Banking & Relationship Advisor

BMO; Modesto (CA); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plans

Job summary

BMO Financial Group is seeking a customer-focused professional in Modesto to deliver exceptional service and guidance on personal banking solutions. You will engage customers, conduct needs assessments, and promote tailored banking, lending, and small business offerings while helping clients navigate digital tools and self-serve channels.

The role emphasizes compliant, risk-aware advisory and a collaborative branch team approach to achieve sales and service goals in a dynamic market.

Qualifications

• 2-3 years of relevant experience and post-secondary degree in related field desirable or an equivalent combination of education and experience.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Passionate commitment to helping customers.
• Verbal and written communication skills - Good.
• Organization skills - Good.
• Collaboration and team skills - Good.

Responsibilities

• Delivers exceptional service to BMO customers and prospects and provides guidance on financial solutions.
• Engages customers to complete needs assessments and grow loyalty.
• Offers advice on digital and self-serve options to simplify banking.
• Probes to understand customer banking and credit card needs and integrates promotions into conversations.
• Maintains compliance with legal, regulatory, and risk requirements.

Skills

Needs-based assessments

Relationship building

Consultative selling

Digital banking guidance

Education

Post-secondary education desirable

High school diploma or equivalent

Tools

CRM software

Job description

BMO Financial Group is seeking a customer-focused professional in Modesto to deliver exceptional service and guidance on personal banking solutions. You will engage customers, conduct needs assessments, and promote tailored banking, lending, and small business offerings while helping clients navigate digital tools and self-serve channels.

The role emphasizes compliant, risk-aware advisory and a collaborative branch team approach to achieve sales and service goals in a dynamic market.