Relationship Banker & Financial Solutions Advisor

BMO U.S.; Burbank (CA); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States is seeking a customer-focused banking professional who delivers personalized financial guidance, identifies client needs, and collaborates with the branch and partners to achieve business objectives.

You will engage with customers to complete needs assessments, recommend solutions across everyday banking, lending, and investments, and promote digital self-serve options while maintaining compliance and risk controls.

Qualifications

• 2-3 years of relevant experience and a post-secondary degree or equivalent.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills.

Responsibilities

• Lead proactively with existing customers and prospects to grow loyalty.
• Assess needs and recommend tailored financial solutions across banking products.
• Advise on digital and self-serve options to simplify banking.
• Support customer transactions and branch activities.
• Build new relationships through community outreach and appointments.
• Ensure compliance with regulatory requirements and lending policies.
• Apply risk management framework to protect assets and portfolio quality.
• Might work across multiple branches or channels with variable schedules.

Skills

Needs-based sales

Customer service

Interpersonal skills

Problem solving

Communication

Education

Post-secondary degree

Tools

Social media

Tablets/Smart phones

CRM software

Job description

BMO Financial Group in the United States is seeking a customer-focused banking professional who delivers personalized financial guidance, identifies client needs, and collaborates with the branch and partners to achieve business objectives.

You will engage with customers to complete needs assessments, recommend solutions across everyday banking, lending, and investments, and promote digital self-serve options while maintaining compliance and risk controls.