Relationship Banker & Financial Solutions Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is hiring in the United States. The role focuses on delivering exceptional service, identifying customer needs, and providing tailored financial guidance across everyday banking, lending, and investments.

You will work within a branch team and through partners to meet business goals. Responsibilities include proactively engaging clients, conducting needs assessments, and recommending digital options to simplify banking.

Qualifications

• Typically 2–3 years of relevant experience.
• Post-secondary degree in related field is desirable.
• Appropriate lending qualifications and designations are expected.

Responsibilities

• Engage existing customers and prospects with needs-based assessments to grow loyalty.
• Recommend tailored financial solutions across banking, investments, lending, and home financing.
• Advise on digital/self-serve options to streamline banking for customers.
• Ensure compliance with risk, regulatory, and lending policies in all actions.
• Proactively build relationships by generating appointments and expanding community presence.

Skills

Needs-based assessments

Sales & advisory experience

Cross-channel engagement

Financial products knowledge

Communication skills

Education

Post-secondary degree

Lending qualifications/designations

Experience in financial services

Tools

CRM software

Social media literacy

Job description

BMO Financial Group is hiring in the United States. The role focuses on delivering exceptional service, identifying customer needs, and providing tailored financial guidance across everyday banking, lending, and investments.

You will work within a branch team and through partners to meet business goals. Responsibilities include proactively engaging clients, conducting needs assessments, and recommending digital options to simplify banking.