Relationship Banker: Grow Customers with Tailored Solutions

BMO Harris Bank; Monterey Park (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO Harris Bank is seeking an energetic banking professional in California to deliver exceptional service and consult with customers on personal banking, lending, and digital options. You will conduct needs assessments, propose tailored solutions, and collaborate with branch teams to enhance the overall customer experience.

The role emphasizes compliance, risk awareness, and a customer-first approach while supporting sales targets and community engagement.

Qualifications

• Experience in financial services or banking beneficial.
• Strong interpersonal and communication skills.
• Ability to assess customer needs and suggest appropriate solutions.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides guidance on financial solutions.
• Engages customers to complete needs assessments and grow loyalty.
• Probes to understand banking and credit card needs and integrates promotions.
• May work at multiple branches or through various channels as needed.

Skills

Customer service

Sales

Financial solutions

Needs-based assessments

Communication

Education

Post-secondary degree desirable

Job description

BMO Harris Bank is seeking an energetic banking professional in California to deliver exceptional service and consult with customers on personal banking, lending, and digital options. You will conduct needs assessments, propose tailored solutions, and collaborate with branch teams to enhance the overall customer experience.

The role emphasizes compliance, risk awareness, and a customer-first approach while supporting sales targets and community engagement.