Relationship Banker – Personal Banking & Lending

Bank of Montreal; Oroville (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

Bank of Montreal is seeking a customer-focused Retail Banking Specialist in California. The role focuses on delivering exceptional service, identifying customer needs, and guiding clients to tailored financial solutions across everyday banking and lending products.

You will engage with customers, manage relationships, and promote digital self-serve options while collaborating with branch partners to meet sales and service goals.

Qualifications

• Provider expert advice on financial solutions based on customer needs.
• Experience in consultative sales and service delivery.
• Fluent in English; Spanish language preferred for broader outreach.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies needs and guides customers to suitable products and channels.
• Grows loyalty by proactive engagement and needs-based assessments.
• Ensures compliance with lending policies and regulatory requirements.

Skills

Bilingual English/Spanish

Customer service

Sales experience

Communication skills

Education

Post-secondary degree

Job description

Bank of Montreal is seeking a customer-focused Retail Banking Specialist in California. The role focuses on delivering exceptional service, identifying customer needs, and guiding clients to tailored financial solutions across everyday banking and lending products.

You will engage with customers, manage relationships, and promote digital self-serve options while collaborating with branch partners to meet sales and service goals.