Relationship Banker & Financial Solutions Advisor

BMO; Los Angeles (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused professional in the United States to deliver exceptional service, assess needs, and guide clients toward financial solutions. The role emphasizes proactive engagement, relationship-building, and collaboration with partners to meet business objectives.

You will advise on everyday banking, lending solutions, and other financial products while maintaining compliance and risk controls.

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.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice regarding financial solutions.
• Engages customers to grow business and build new relationships in the community.
• Applies risk management framework to protect assets and ensure lending policy adherence.
• Makes credit recommendations for personal lending transactions including home financing.
• Acts as a key member of a collaborative branch and market team.
• Ensures compliance with legal and regulatory requirements.

Skills

Needs-based assessments

Sales and cross-selling

Customer consultation

Digital banking guidance

Relationship building

Regulatory compliance

Credit risk awareness

Communication skills

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a customer-focused professional in the United States to deliver exceptional service, assess needs, and guide clients toward financial solutions. The role emphasizes proactive engagement, relationship-building, and collaboration with partners to meet business objectives.

You will advise on everyday banking, lending solutions, and other financial products while maintaining compliance and risk controls.