Relationship Banker: Personal Banking & Lending

BMO U.S.; Gridley (CA); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Gridley, CA, is seeking a customer-focused banking professional to provide needs-based assessments, guidance on everyday banking, lending, and investment solutions, and to direct customers to digital self-serve options for a fast, simple experience.

As a key branch team member, you will develop relationships, offer compliant lending recommendations, and collaborate with partners to deliver exceptional customer service while driving growth in the community.

Qualifications

• Typically 2-3 years of relevant experience and post-secondary degree in related field desirable.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Strong communication and collaboration skills.
• Readiness to collaborate and work in different capacities as part of a team.

Responsibilities

• Provides needs-based assessments to grow loyalty and identify opportunities.
• Advises on financial solutions across banking channels and tailors recommendations.
• Builds new relationships within the community and engages prospects.
• Ensures compliance with risk, security, and regulatory requirements.

Skills

Needs-based assessments

Consultative sales

Interpersonal skills

Analytical and problem solving

Education

Post-secondary degree in related field

Tools

Online tools and applications

Job description

BMO Financial Group in Gridley, CA, is seeking a customer-focused banking professional to provide needs-based assessments, guidance on everyday banking, lending, and investment solutions, and to direct customers to digital self-serve options for a fast, simple experience.

As a key branch team member, you will develop relationships, offer compliant lending recommendations, and collaborate with partners to deliver exceptional customer service while driving growth in the community.