Relationship Banker: Drive Personal Lending & Customer Growth

BMO Harris Bank; Chino (CA); On-site; USD 42,000 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

BMO Harris Bank's Chino branch is seeking a customer-focused banking professional to deliver exceptional service, assess customer needs, and offer financial solutions aligned with their best interests.

You will collaborate with branch teams and partners to grow loyalty, conduct needs assessments, present lending and everyday banking options, and guide customers toward digital and self-serve channels. This role requires 2–3 years of experience and a related degree.

Qualifications

• 2–3 years of relevant experience and a post-secondary degree desirable.
• Knowledge of personal banking products, lending and retail services.
• Strong communication, collaboration and a customer-focused mindset.

Responsibilities

• Provide needs-based assessments to grow loyalty and identify opportunities.
• Engage customers to identify financial solutions and preferred channels.
• Promote digital and self-serve options to simplify banking for clients.
• Support customer transactions and drive relationship growth in the community.
• Ensure compliance with legal, regulatory and lending policies.

Skills

Needs-based selling

Customer engagement

Relationship building

Communication skills

Analytical skills

Team collaboration

Problem solving

Listening skills

Organization skills

Education

Post-secondary degree in related field

Tools

Digital banking tools

Job description

BMO Harris Bank's Chino branch is seeking a customer-focused banking professional to deliver exceptional service, assess customer needs, and offer financial solutions aligned with their best interests.

You will collaborate with branch teams and partners to grow loyalty, conduct needs assessments, present lending and everyday banking options, and guide customers toward digital and self-serve channels. This role requires 2–3 years of experience and a related degree.