Relationship Banker: Consultative Banking & Lending

Bank of Montreal; Chino (CA); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

Bank of Montreal in Chino, CA seeks a customer-focused Retail Banking Sales & Service professional to identify needs and guide clients toward suitable financial solutions. You will engage customers through in-branch and digital channels, delivering personalized banking experiences that align with individual and business goals.

This role emphasizes proactive relationship building, compliance, and collaboration with partners to achieve revenue targets and exceptional service levels in a dynamic

Qualifications

• 2-3 years of relevant experience.
• Post-secondary degree desirable.
• Experience in financial services is an asset.
• US mortgage licensing: NMLS registration may be required for originator role.

Responsibilities

• Identify customer needs and provide financial guidance.
• Proactively engage customers to grow loyalty and opportunities.
• Recommend tailored banking solutions (everyday banking, lending, home financing).
• Assist customers with needs assessments and digital/self-serve options.
• Ensure compliance with legal and regulatory requirements while processing lending activities.

Skills

Communication skills

Interpersonal skills

Analytical thinking

Team collaboration

Listening skills

Education

Post-secondary degree

Job description

Bank of Montreal in Chino, CA seeks a customer-focused Retail Banking Sales & Service professional to identify needs and guide clients toward suitable financial solutions. You will engage customers through in-branch and digital channels, delivering personalized banking experiences that align with individual and business goals.

This role emphasizes proactive relationship building, compliance, and collaboration with partners to achieve revenue targets and exceptional service levels in a dynamic