Relationship Banker: Personal Banking & Advisory

BMO U.S.; Patterson (CA); Vor Ort; USD 43.000 - 75.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Zusammenfassung

BMO U.S. is seeking a customer-focused professional in California to deliver exceptional service and guidance on financial solutions.

You will engage customers, assess needs, and collaborate with branch teams and partners to drive growth and a high-quality customer experience. The role involves advising on everyday banking, lending, home financing, and small business solutions, while ensuring compliance and data integrity across processes.

Qualifikationen

• Typically between 2-3 years of relevant experience and post-secondary degree in related field desirable.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Verbal and written communication skills are good.
• Organization and collaboration skills are strong.

Aufgaben

• Delivers exceptional service to BMO customers and prospects by assessing needs and advising on financial solutions.
• Proactively engages with existing customers and prospects to grow loyalty and identify opportunities.
• Guides customers through banking channels and tailored solutions (e.g., everyday banking, lending, home financing).
• Completes needs assessments and recommends tailored solutions addressing both sales and service needs.
• Maintains risk and regulatory compliance in lending and data entry across applications.
• Acts as a key member of a collaborative branch and market team and supports multiple channels or branches as needed.

Kenntnisse

Strong interpersonal skills

Communication skills

Analytical and problem solving

Collaboration and teamwork

Listening and needs assessment

Ausbildung

Post-secondary degree in related field

Jobbeschreibung

BMO U.S. is seeking a customer-focused professional in California to deliver exceptional service and guidance on financial solutions.

You will engage customers, assess needs, and collaborate with branch teams and partners to drive growth and a high-quality customer experience. The role involves advising on everyday banking, lending, home financing, and small business solutions, while ensuring compliance and data integrity across processes.