Relationship Banker & Lending Advisor

BMO U.S.

Brea (CA)

On-site

USD 43,000 - 75,000

Full time

14 days+

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Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a branch-based financial services professional to deliver exceptional service to customers in Brea and surrounding areas. You will identify needs, provide advice on everyday banking, lending, and digital options, and work with partners to meet branch goals.

The role emphasizes risk awareness, regulatory compliance, and credit recommendations for personal lending, including home financing. Travel within nearby branches is possible, and the schedule may vary.

Qualifications

Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Appropriate lending qualifications and designations.
Experience in financial services is an asset.
Excellent communication and ability to build relationships.
Strong organizational and analytical skills.

Responsibilities

Proactively engage with existing customers and prospects with needs-based assessments.
Identify financial solutions and guide customers on channels.
Suggest tailored solutions including everyday banking, lending, home financing, and small business solutions.
Advise on digital and self-serve options to simplify banking.
Ensure compliance with risk and regulatory requirements.