Relationship Banker: Personal Banking & Lending

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group seeks a customer-focused advisor in Retail Banking Sales & Service to deliver exceptional service, assess customer needs, and tailor financial solutions across channels. You will collaborate with branch teams and partners to drive loyalty, growth, and a superior customer experience.

The role emphasizes proactive outreach, personal conversations, and compliant lending recommendations, with opportunities to work across multiple branches and schedules.

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 customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships.
• Takes the initiative to find creative approaches that make each customer’s experience personal.
• Assists with lending processes and ensures compliance with policies and regulations.

Skills

Customer service

Sales

Financial solutions

Needs-based assessments

Communication skills

Interpersonal skills

Education

Post-secondary degree

Job description

BMO Financial Group seeks a customer-focused advisor in Retail Banking Sales & Service to deliver exceptional service, assess customer needs, and tailor financial solutions across channels. You will collaborate with branch teams and partners to drive loyalty, growth, and a superior customer experience.

The role emphasizes proactive outreach, personal conversations, and compliant lending recommendations, with opportunities to work across multiple branches and schedules.