Relationship Banker & Financial Solutions Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group is seeking a client-focused professional to deliver exceptional service and guidance to customers and prospects in a collaborative branch environment.

You will identify needs, propose tailored financial solutions, and guide clients through digital and traditional banking channels while ensuring compliance and quality assurance. This role emphasizes relationship-building and risk-aware lending practices.

Qualifications

• Typically between 2-3 years of relevant experience and post-secondary degree desirable.
• Appropriate lending qualifications/designations are required.
• Experience in financial services is an asset.

Responsibilities

• Proactively engage with customers and prospects to assess needs and grow loyalty.
• Provide tailored financial solutions across banking channels including lending and investments.
• Advise on digital/self-serve options to simplify customer experience.
• Support customer transactions and resolve issues in compliance with policies and laws.
• Build relationships within the community to drive business results.

Skills

Interpersonal skills

Verbal & written communication

Analytical problem solving

Customer service orientation

Consultative sales approach

Self-starter / initiative

Education

Post-secondary degree in related field

Tools

Online tools

Social media familiarity

Job description

BMO Financial Group is seeking a client-focused professional to deliver exceptional service and guidance to customers and prospects in a collaborative branch environment.

You will identify needs, propose tailored financial solutions, and guide clients through digital and traditional banking channels while ensuring compliance and quality assurance. This role emphasizes relationship-building and risk-aware lending practices.