Relationship Banker: Personal Banking & Lending

BMO Harris Bank; Concord (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 Harris Bank in California is seeking a customer-focused banking professional to deliver exceptional service, assess needs, and provide tailored financial solutions. You will collaborate with branch teams and partners to grow relationships while ensuring compliance and risk management.

The role emphasizes advising on everyday banking, loans, and home financing, with opportunities to cross-sell across channels and drive customer satisfaction in a dynamic branch environment.

Qualifications

• 2–3 years of relevant experience and a post-secondary degree desirable.
• California Notary Public preferred.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Strong interpersonal and communication skills.
• Ability to advise on financial solutions and cross-sell.

Responsibilities

• Provide needs-based assessments to identify financial solutions.
• Advise on banking channels and tailor solutions (everyday banking, lending, home financing).
• Grow customer loyalty and new relationships in the community.
• Process lending applications in compliance with policies.
• Collaborate with branch and partners to deliver customer experience.
• Manage risk and ensure regulatory compliance.

Skills

Communication skills

Interpersonal skills

Analytical thinking

Team collaboration

Sales experience

Banking knowledge

Regulatory compliance

Education

Post-secondary degree

Job description

BMO Harris Bank in California is seeking a customer-focused banking professional to deliver exceptional service, assess needs, and provide tailored financial solutions. You will collaborate with branch teams and partners to grow relationships while ensuring compliance and risk management.

The role emphasizes advising on everyday banking, loans, and home financing, with opportunities to cross-sell across channels and drive customer satisfaction in a dynamic branch environment.