Relationship Banker: Grow Clients with Smart Solutions

Koitecc Solutions; Lakewood (CA); Hybrid; USD 46,000 - 76,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States is seeking a customer-focused banking professional to deliver exceptional service and guidance on financial solutions. You will identify customer needs, present tailored lending and banking options, and promote digital channels to streamline experiences.

The role emphasizes regulatory compliance, teamwork across branches, and proactive outreach to build lasting customer relationships within the community.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree or equivalent.
• Registration to sell investment products may be required per jurisdiction.
• Appropriate lending qualifications and designations are desirable.
• Experience in financial services and consultative customer service is a plus.

Responsibilities

• Engage existing customers with needs-based assessments to grow loyalty.
• Advise on financial solutions across everyday banking, lending, and investments.
• Guide customers to digital and self-serve options for ease and speed.
• Ensure regulatory compliance and accurate data entry in lending processes.

Skills

Customer service

Sales skills

Needs-based assessment

Communication

Education

Post-secondary degree in related field

Relevant experience desirable

Tools

Social media use

Online banking tools

Job description

BMO Financial Group in the United States is seeking a customer-focused banking professional to deliver exceptional service and guidance on financial solutions. You will identify customer needs, present tailored lending and banking options, and promote digital channels to streamline experiences.

The role emphasizes regulatory compliance, teamwork across branches, and proactive outreach to build lasting customer relationships within the community.