Relationship Banker: Elevate Customer Banking & Lending

Bank of Montreal; Brea (CA); On-site; USD 46,000 - 76,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal (BMO) in the United States is seeking a Retail Banking Sales & Service professional to deliver exceptional customer experiences. You will identify customer needs, provide tailored financial guidance, and collaborate with partners to grow loyalty and cross-sell solutions.

The role emphasizes needs-based assessments, advisory conversations, and proactive outreach within the branch and community to drive results while supporting transactions and digital options for customers.

Qualifications

• 2-3 years of relevant experience and post-secondary degree in related field or equivalent
• Appropriate lending qualifications and designations
• Experience in financial services is an asset
• Experience in a consultative customer service or sales role
• Focus on delivering personal customer experience and results

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Engages customers to complete needs assessments and tailor solutions.
• Builds relationships within the community and generates appointments.
• Supports transactions and uses digital tools to simplify banking.
• Works collaboratively with branch teammates and BMO partners.

Skills

Communication skills

Interpersonal skills

Team collaboration

Analytical thinking

Problem solving

Sales experience

Education

Post-secondary degree in related field

Job description

Bank of Montreal (BMO) in the United States is seeking a Retail Banking Sales & Service professional to deliver exceptional customer experiences. You will identify customer needs, provide tailored financial guidance, and collaborate with partners to grow loyalty and cross-sell solutions.

The role emphasizes needs-based assessments, advisory conversations, and proactive outreach within the branch and community to drive results while supporting transactions and digital options for customers.