Relationship Banker: Personal Banking & Lending

BMO; Fullerton (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States seeks a Retail Banking Sales & Service professional to deliver exceptional customer service, assess needs, and guide clients toward suitable financial solutions. You will work with the branch team and partners to meet customer and business objectives.

You will engage customers, perform needs assessments, and recommend banking, lending, investments, and small business solutions while supporting transactions and ensuring compliance with regulations.

Qualifications

• 2–3 years of relevant experience and a post-secondary degree or equivalent.
• Lending qualifications and designations where applicable.
• Experience in financial services is an asset.
• Confident and experienced with digital tools and online banking platforms.
• Proven consultative sales and customer service experience.

Responsibilities

• Delivers exceptional service to customers and prospects within the branch and via channels.
• Conducts needs-based assessments to identify financial solutions including everyday banking and lending.
• Guides clients through digital and self-serve options to simplify banking.
• Engages customers to grow business by scheduling appointments and building relationships.
• Ensures compliance with lending policies and regulatory requirements.

Skills

Customer service

Sales

Communication

Problem solving

Relationship building

Education

Post-secondary degree or equivalent

Tools

Digital tools

Tablets & smartphones

Online applications

Job description

BMO Financial Group in the United States seeks a Retail Banking Sales & Service professional to deliver exceptional customer service, assess needs, and guide clients toward suitable financial solutions. You will work with the branch team and partners to meet customer and business objectives.

You will engage customers, perform needs assessments, and recommend banking, lending, investments, and small business solutions while supporting transactions and ensuring compliance with regulations.