Relationship Banker: Connected Banking & Lending Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is hiring for a Retail Banking Sales & Service role in Modesto, California. The position emphasizes delivering exceptional customer service, assessing needs, and guiding customers toward tailored financial solutions across everyday banking, lending, home financing, and small business services.

The role collaborates with branch and market teams, uses various channels to reach customers, and complies with regulatory requirements.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels.

Skills

Customer service

Sales skills

Communication skills

Banking knowledge

Education

Post-secondary degree

Job description

BMO is hiring for a Retail Banking Sales & Service role in Modesto, California. The position emphasizes delivering exceptional customer service, assessing needs, and guiding customers toward tailored financial solutions across everyday banking, lending, home financing, and small business services.

The role collaborates with branch and market teams, uses various channels to reach customers, and complies with regulatory requirements.