Relationship Banker: Personal Banking & Lending

BMO Harris Bank; Pleasanton (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 is seeking a customer-focused professional in the United States for a Retail Banking Sales & Service role in Pleasanton, CA. The candidate will assess customer needs, advise on banking solutions, and collaborate with branch teams to deliver exceptional service.

Responsibilities include engaging clients, promoting digital options, and supporting lending and small business solutions while maintaining regulatory compliance and high ethical standards.

Qualifications

• Demonstrated ability to understand customer needs and offer tailored financial solutions.
• Experience in a consultative customer service or sales role.
• Strong communication and relationship-building skills.

Responsibilities

• Engage customers to assess needs and recommend banking solutions.
• Lead needs-based assessments to grow loyalty and opportunities.
• Provide guidance on digital and self-serve options to simplify banking.

Skills

Interpersonal skills

Analytical problems solving

Verbal & written communication

Consultative sales experience

Team collaboration

Education

Post-secondary degree or equivalent experience

Job description

BMO Financial Group is seeking a customer-focused professional in the United States for a Retail Banking Sales & Service role in Pleasanton, CA. The candidate will assess customer needs, advise on banking solutions, and collaborate with branch teams to deliver exceptional service.

Responsibilities include engaging clients, promoting digital options, and supporting lending and small business solutions while maintaining regulatory compliance and high ethical standards.