Relationship Banker: Growth & Personal Banking Advisor

BMO Harris Bank; Newman (CA); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Harris Bank in Newman, California, is hiring for a Retail Banking Sales & Service professional who delivers exceptional service, identifies customer needs, and guides clients to financial solutions across everyday banking, lending, and small business needs.

The role emphasizes needs-based assessments, proactive engagement, and collaboration within the branch network, with focus on compliance and customer-centric delivery.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree in related field of study desirable.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.

Responsibilities

• Provides needs-based assessments to grow loyalty and opportunities.
• Recommends tailored financial solutions across banking channels including lending and small business needs.
• Guides customers to use digital and self-serve options.
• Maintains risk management and regulatory compliance while delivering exceptional service.
• Engages with customers to build relationships and promote Branch goals.

Skills

Needs-based assessments

Sales & service

Financial solutions

Customer engagement

Cross-functional teamwork

Regulatory knowledge

Education

Post-secondary degree

Job description

BMO Harris Bank in Newman, California, is hiring for a Retail Banking Sales & Service professional who delivers exceptional service, identifies customer needs, and guides clients to financial solutions across everyday banking, lending, and small business needs.

The role emphasizes needs-based assessments, proactive engagement, and collaboration within the branch network, with focus on compliance and customer-centric delivery.