Relationship Banker & Lending Specialist

Hispanic Alliance for Career Enhancement; Berkeley (CA); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States is seeking a branch-based professional to engage customers, assess needs, and recommend financial solutions across banking, lending, and investment products. You will build relationships, offer digital options, and support transactions while adhering to regulatory standards.

You will work with a team across branches, handle risk, and strive to deliver personalized experiences.

Qualifications

• 2–3 years relevant experience with post-secondary degree desirable.
• Appropriate lending qualifications and designations.
• Knowledge of personal and small business banking needs.
• Experience in retail investments and lending products.
• Strong verbal and written communication; good organization.
• Collaboration and teamwork skills.

Responsibilities

• Engage customers to assess needs and identify opportunities.
• Recommend tailored financial solutions across banking and lending products.
• Advise on digital and self-serve options to simplify banking.
• Support customer transactions and maintain data accuracy.
• Build relationships and expand business within the community.
• Follow risk and compliance policies to protect assets and ensure regulatory compliance.

Skills

Needs analysis

Consultative sales

Communication skills

Interpersonal skills

Problem solving

Relationship building

Team collaboration

Attention to detail

Adaptability

Digital banking

Education

Post-secondary degree

Lending qualifications

Experience in financial services

Verbal & written communication

Job description

BMO Financial Group in the United States is seeking a branch-based professional to engage customers, assess needs, and recommend financial solutions across banking, lending, and investment products. You will build relationships, offer digital options, and support transactions while adhering to regulatory standards.

You will work with a team across branches, handle risk, and strive to deliver personalized experiences.