Relationship Banker: Personal Banking & Financial Solutions

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO Financial Group in California is seeking a customer-focused advisor to deliver tailored financial solutions and strong service. You will engage customers, assess needs, and guide them through everyday banking, retail investments, lending, and home financing, including business-for-self applications, while promoting digital channels for easy banking.

The role emphasizes compliance, risk awareness, and collaborative teamwork within the branch and with BMO partners to deliver a superior

Qualifications

• 2–3 years of relevant experience and post-secondary degree desirable.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Verbal and written communication skills are good.

Responsibilities

• Provide needs-based assessments and advice on financial solutions.
• Engage with customers to grow loyalty and identify opportunities.
• Promote digital and self-serve options to streamline banking.
• Take credit recommendations for personal lending and home financing.
• Ensure compliance with lending policies and regulatory requirements.

Skills

Customer service

Sales experience

Financial products

Communication

Education

Post-secondary degree

Job description

BMO Financial Group in California is seeking a customer-focused advisor to deliver tailored financial solutions and strong service. You will engage customers, assess needs, and guide them through everyday banking, retail investments, lending, and home financing, including business-for-self applications, while promoting digital channels for easy banking.

The role emphasizes compliance, risk awareness, and collaborative teamwork within the branch and with BMO partners to deliver a superior