Relationship Banker: Growth‑Focused Banking Advisor

Koitecc Solutions; Manteca (CA); On-site; USD 42,000 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group is recruiting for a role focused on proactive customer engagement to assess needs and provide tailored banking solutions across personal lending, home financing, investments, and small business services. The position emphasizes guiding customers to digital options while maintaining strong service standards.

The role supports a branch and market team, with a focus on building relationships and delivering a personalised banking experience within a regulated environment.

Qualifications

• Typically between 2–3 years of relevant experience and a post-secondary degree in related field or equivalent combination of education and experience.
• Registration to sell investment products (Canada only) if applicable.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills.
• Ability to collaborate in a team and with customers.

Responsibilities

• Takes a lead in engaging with existing customers and prospects to grow loyalty and identify opportunities.
• Engages customers to complete needs assessments and recommend tailored financial solutions.
• Offers guidance on digital and self-serve options to make banking easy and fast.
• Supports transaction-related needs and builds new relationships within the community.
• Applies risk management framework and ensures compliance with lending policies and processes.

Skills

Needs-based assessments

Sales & service

Financial solutions

Proactive engagement

Digital & self-serve guidance

Education

Post-secondary degree

Job description

BMO Financial Group is recruiting for a role focused on proactive customer engagement to assess needs and provide tailored banking solutions across personal lending, home financing, investments, and small business services. The position emphasizes guiding customers to digital options while maintaining strong service standards.

The role supports a branch and market team, with a focus on building relationships and delivering a personalised banking experience within a regulated environment.