Relationship Banker & Lending Specialist

BMO; Lakewood (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 Financial Group is seeking a Banking Advisor to deliver exceptional service to customers and prospects. You will identify needs, propose tailored financial solutions, and collaborate with branch teams and partners to enhance the customer experience.

The role emphasizes relationship-building, risk-aware lending guidance, and a focus on resolving inquiries with clarity and care. It involves multi-branch or multi-channel engagement and adherence to strong regulatory standards.

Qualifications

• Typically 2–3 years of relevant experience with a post-secondary degree in a related field.
• Experience in financial services or banking is an asset.
• Strong communication and relationship-building skills.
• Ability to work across branches and channels.

Responsibilities

• Proactively engages existing customers and prospects to grow loyalty and identify opportunities.
• Provides advice on financial solutions and guides customers to suitable banking channels.
• Assists with lending processes, credit applications, and risk-compliant recommendations.
• Delivers a personal customer experience through consultative sales and service.
• Keeps records accurate and compliant with regulatory requirements.

Skills

Needs-based assessments

Sales driven

Customer service

Interpersonal skills

Collaboration & teamwork

Risk awareness

Problem solving

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking a Banking Advisor to deliver exceptional service to customers and prospects. You will identify needs, propose tailored financial solutions, and collaborate with branch teams and partners to enhance the customer experience.

The role emphasizes relationship-building, risk-aware lending guidance, and a focus on resolving inquiries with clarity and care. It involves multi-branch or multi-channel engagement and adherence to strong regulatory standards.