Relationship Banker: Grow Clients with Smart Banking Solutions

BMO U.S.; Manteca (CA); On-site; USD 52,000 - 68,000; Full time

Job summary

BMO U.S. is seeking a customer-focused Banking Advisor in California to deliver Exceptional service, identify customer needs, and provide guidance on financial solutions including everyday banking, lending, home financing, and small business options.

You will work within a branch network, collaborating with partners to enhance the customer experience, while adhering to risk, privacy, and regulatory requirements across channels.

Responsibilities

• Delivers exceptional service to BMO customers and prospects, identifies needs, and provides tailored financial guidance.
• Engages with customers to assess needs for everyday banking, lending, home financing, and small business solutions within branch or through channels.
• Supports risk management, regulatory compliance, and accurate data entry while processing lending recommendations andActivity within policy guidelines.
• Proactively grows relationships by scheduling appointments, cross-selling digital options, and ensuring a smooth customer experience across channels.

Job description

BMO U.S. is seeking a customer-focused Banking Advisor in California to deliver Exceptional service, identify customer needs, and provide guidance on financial solutions including everyday banking, lending, home financing, and small business options.

You will work within a branch network, collaborating with partners to enhance the customer experience, while adhering to risk, privacy, and regulatory requirements across channels.