Relationship Banker: Personal Banking & Lending

BMO Harris Bank; 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 Harris Bank in Gridley, CA is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide clients to suitable financial solutions.

You will engage customers, promote everyday banking, lending, and investments, and support digital self-serve options while ensuring compliance. The role is full-time with a competitive salary range and comprehensive benefits.

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.
• Confident in using social media, tablets, smartphones and online tools.

Responsibilities

• Engages customers to perform needs assessments and identify opportunities.
• Provides tailored financial solutions across everyday banking, lending, and investments.
• Guides customers to digital/self-serve options while keeping service simple and fast.
• Maintains risk and compliance with regulatory requirements and lending policies.

Skills

Customer service

Sales

Communication

Problem solving

Education

Post-secondary degree in related field

Tools

Social media

Tablets

Smartphones

Online tools

Job description

BMO Harris Bank in Gridley, CA is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide clients to suitable financial solutions.

You will engage customers, promote everyday banking, lending, and investments, and support digital self-serve options while ensuring compliance. The role is full-time with a competitive salary range and comprehensive benefits.