Relationship Banker: Personal Banking & Lending

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

Job summary

BMO Financial Group in Daly City seeks a customer-focused professional to assess needs, provide financial guidance, and grow relationships across branches and channels. You will engage customers, present tailored banking and lending options, and support transactions with a focus on compliance and risk controls.

The role emphasizes collaborative teamwork, proficiency with digital tools, and a commitment to delivering a personal banking experience while driving business results.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field desirable or an equivalent combination of education and experience.

Responsibilities

• Delivers exceptional service to BMO customers and prospects and identifies needs to offer suitable financial solutions.

Skills

Needs-based assessments

Customer service

Sales and service

Communication skills

Analytical thinking

Collaboration and teamwork

Interpersonal skills

Education

Post-secondary degree in related field

Tools

CRM systems

Online tools

Mobile devices

Job description

BMO Financial Group in Daly City seeks a customer-focused professional to assess needs, provide financial guidance, and grow relationships across branches and channels. You will engage customers, present tailored banking and lending options, and support transactions with a focus on compliance and risk controls.

The role emphasizes collaborative teamwork, proficiency with digital tools, and a commitment to delivering a personal banking experience while driving business results.