Relationship Banker — Personal Banking & Growth

BMO U.S.; Pleasanton (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 U.S. is seeking a Retail Banking Sales & Service professional to deliver exceptional service and to identify and address customer needs with tailored financial solutions.

The role emphasizes probability of cross-selling everyday banking, lending, home financing, and small business products while working across branches and digital channels. The position requires 2–3 years of relevant experience, a post-secondary degree, and compliance with U.S.

Qualifications

• Typically 2-3 years of relevant experience.
• U.S.: Must originate consumer loans and comply with applicable mortgage and lending regs; may require NMLS registration.

Responsibilities

• Deliver exceptional service to BMO customers and prospects and identify needs.
• Provide advice on financial solutions including everyday banking, lending, and small business products.
• Engage customers to complete needs assessments, schedule appointments, and build relationships within the community.
• Ensure data entry accuracy and adherence to risk, regulatory, and lending policies.

Skills

Customer service

Sales skills

Communication skills

Needs-based assessments

Financial solutions guidance

Team collaboration

Regulatory compliance

Credit knowledge

Education

Post-secondary degree in related field

Tools

CRM tools

Job description

BMO U.S. is seeking a Retail Banking Sales & Service professional to deliver exceptional service and to identify and address customer needs with tailored financial solutions.

The role emphasizes probability of cross-selling everyday banking, lending, home financing, and small business products while working across branches and digital channels. The position requires 2–3 years of relevant experience, a post-secondary degree, and compliance with U.S.