Relationship Banker: Personal Banking & Lending

Bank of Montreal; Los Angeles (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plan

Job summary

Bank of Montreal in Los Angeles is seeking a customer-focused role within Retail Banking Sales & Service. You will deliver exceptional service, identify customer needs, and guide them to suitable financial solutions across personal and small business banking channels.

The position emphasizes proactive engagement, consultative sales, and collaboration with branch teams to achieve business objectives. It involves risk/compliance awareness and adapting to regulatory requirements.

Qualifications

• 2–3 years of relevant experience and a post-secondary degree in a related field is desirable.
• Canada only: Registration to sell investment products completed where applicable.
• Experience in financial services is an asset.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Engages customers to grow the bank's business and builds relationships.
• Ensures compliance with regulatory requirements and risk management policies.

Skills

Customer service

Needs assessment

Sales orientation

Communication

Education

Post-secondary degree

Tools

Online tools

Tablets & smartphones

Job description

Bank of Montreal in Los Angeles is seeking a customer-focused role within Retail Banking Sales & Service. You will deliver exceptional service, identify customer needs, and guide them to suitable financial solutions across personal and small business banking channels.

The position emphasizes proactive engagement, consultative sales, and collaboration with branch teams to achieve business objectives. It involves risk/compliance awareness and adapting to regulatory requirements.