Relationship Banker – Personal Banking & Lending

Hispanic Alliance for Career Enhancement; Union City (CA); On-site; USD 46,000 - 76,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group in the United States (CA/Union City area) is seeking a customer-focused banking professional to deliver exceptional service and advice on financial solutions. You will identify needs, present tailored products, and work across channels to enhance the customer experience.

The role emphasizes proactive engagement, risk-aware lending recommendations, and collaboration with branch teams to meet business goals. Strong communication and knowledge of banking products are essential.

Qualifications

• 2-3 years of relevant experience with a related degree or equivalent.
• Familiarity with personal banking, lending products, and retail investments is a plus.
• Strong communication, interpersonal, and problem-solving skills.
• Ability to collaborate in a team and deliver customer-focused solutions.

Responsibilities

• Engage customers to identify needs and present financial solutions.
• Advise on digital/self-serve options to simplify banking.
• Process lending applications in compliance with policies and risk controls.
• Build relationships and schedule appointments to grow the customer base.

Skills

Customer service

Sales

Communication

Interpersonal skills

Problem solving

Education

Post-secondary degree

Tools

CRM software

Online banking platforms

Job description

BMO Financial Group in the United States (CA/Union City area) is seeking a customer-focused banking professional to deliver exceptional service and advice on financial solutions. You will identify needs, present tailored products, and work across channels to enhance the customer experience.

The role emphasizes proactive engagement, risk-aware lending recommendations, and collaboration with branch teams to meet business goals. Strong communication and knowledge of banking products are essential.