Relationship Banker & Lending Advisor

BMO U.S.; Los Angeles (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Los Angeles area seeks a customer-focused professional to deliver personalized financial solutions and guidance across everyday banking, lending and investments. You will engage customers, assess needs, and build relationships while collaborating with branch teams to meet business objectives.

The role emphasizes compliant lending practices, risk awareness, and delivering a high-quality customer experience in a dynamic banking environment.

Qualifications

• 2–3 years relevant experience and post-secondary degree desirable.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Strong communication and relationship-building skills.
• Ability to provide needs-based assessments and tailored financial solutions.

Responsibilities

• Identify customer needs and advise on financial solutions.
• Engage customers to grow loyalty and opportunities.
• Recommend tailored solutions across everyday banking, lending, investments.
• Ensure compliance with regulatory requirements and lending policies.
• Collaborate with branch teams and partners to meet business objectives.

Skills

Needs-based selling

Customer service

Consultative sales

Relationship building

Communication

Problem solving

Education

Post-secondary degree

Tools

Regulatory compliance knowledge

CRM tools

Credit analysis basics

Job description

BMO Financial Group in Los Angeles area seeks a customer-focused professional to deliver personalized financial solutions and guidance across everyday banking, lending and investments. You will engage customers, assess needs, and build relationships while collaborating with branch teams to meet business objectives.

The role emphasizes compliant lending practices, risk awareness, and delivering a high-quality customer experience in a dynamic banking environment.