Relationship Banker: Growth, Advisory & Easy Banking

BMO U.S.; Newman (CA); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO U.S. is seeking a Retail Banking Sales & Service professional in Newman, CA. The role focuses on delivering exceptional service, identifying customer needs, and guiding clients to suitable financial solutions across banking channels.

Responsibilities include proactive engagement, needs assessments, and collaboration with branch teams to grow loyalty and close lending and deposit opportunities, all while complying with regulatory requirements and risk guidelines.

Qualifications

• Typically 2–3 years of relevant experience with a post-secondary degree.
• Canada only: investment product registration.
• Lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in retail investments and lending products.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Strong verbal and written communication; organizational and collaboration skills.

Responsibilities

• Identify customer needs and provide guidance on financial solutions.
• Engage customers to complete needs assessments for tailored products.
• Proactively grow loyalty and opportunities across channels.
• Ensure compliance with risk management, lending policies and regulatory requirements.
• Support transactions, drive appointments, and build new relationships.

Skills

Interpersonal skills

Consultative sales

Teamwork

Rapport building

Customer needs analysis

Education

Post-secondary degree

Experience with lending products

Job description

BMO U.S. is seeking a Retail Banking Sales & Service professional in Newman, CA. The role focuses on delivering exceptional service, identifying customer needs, and guiding clients to suitable financial solutions across banking channels.

Responsibilities include proactive engagement, needs assessments, and collaboration with branch teams to grow loyalty and close lending and deposit opportunities, all while complying with regulatory requirements and risk guidelines.