Relationship Banker: Personal Banking & Lending

Bank of Montreal; California (MO); 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

Bank of Montreal is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and advise on financial solutions across banking products. The role emphasizes needs-based assessments and collaboration with branch teams to grow relationships and loyalty.

The position involves guiding customers through everyday banking, lending, home financing, and small business solutions while promoting digital channels for a seamless experience.

Qualifications

• 2-3 years of relevant experience preferred.
• Post-secondary degree in a related field desirable.
• Canada only: registration to sell investment products completed.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Leads needs-based assessments to grow loyalty and opportunities.
• Engages customers to complete needs assessments and recommend tailored solutions.
• Supports transactions and cross-sells digital/self-serve options.

Skills

Customer service

Sales skills

Needs-based assessment

Financial solutions

Retail banking

Lending products

Regulatory compliance

Digital banking guidance

Education

Post-secondary degree

Tools

CRM systems

Digital tools

Job description

Bank of Montreal is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and advise on financial solutions across banking products. The role emphasizes needs-based assessments and collaboration with branch teams to grow relationships and loyalty.

The position involves guiding customers through everyday banking, lending, home financing, and small business solutions while promoting digital channels for a seamless experience.