Relationship Banker: Personal Banking & Lending

BMO U.S.; South Gate (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings

Job summary

BMO Financial Group is seeking a customer-focused professional in California to deliver tailored financial solutions and lending recommendations. You will engage existing customers and prospects, assess needs, and collaborate with branch teams to provide a seamless experience.

You will advise on everyday banking, home financing, and small business solutions, while ensuring data accuracy and compliance with regulatory requirements. A liberal, customer-centric approach drives results.

Qualifications

• Experience in financial services or sales-oriented banking roles.
• Ability to assess customer needs and propose suitable financial solutions.
• Familiarity with lending products and regulatory requirements.

Responsibilities

• Provide needs-based assessments to grow loyalty and identify opportunities.
• Advise on banking solutions including loans, home financing, and investments.
• Collaborate with branch and partners to deliver consistent customer experience.
• Ensure accurate data entry and compliance with lending policies and regulations.
• Apply risk management framework to protect assets and portfolio quality.

Skills

Needs-based sales

Customer guidance

Credit analysis

Regulatory knowledge

Communication

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a customer-focused professional in California to deliver tailored financial solutions and lending recommendations. You will engage existing customers and prospects, assess needs, and collaborate with branch teams to provide a seamless experience.

You will advise on everyday banking, home financing, and small business solutions, while ensuring data accuracy and compliance with regulatory requirements. A liberal, customer-centric approach drives results.