Relationship Banker: Personal Banking & Lending Advisor

BMO Harris Bank; Burbank (CA); On-site; USD 42,000 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide them to appropriate financial solutions across channels. You will lead needs assessments, grow loyalty, and build relationships within the branch and community, while explaining everyday banking, lending, and investment options.

The role emphasizes compliance, risk awareness, and a personal customer experience, with salaried pay and

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree in related field.
• Proven ability to engage customers with needs-based assessments.
• Knowledge of personal banking products and lending solutions is a plus.

Responsibilities

• Proactively engage with customers and prospects to grow loyalty.
• Perform needs assessments and recommend tailored financial solutions.
• Guide customers to digital and self-serve options.
• Assist with transactions and processing in branch and through channels.
• Ensure compliance with legal and regulatory requirements in lending.

Skills

Needs-based assessments

Interpersonal communication

Cross-channel engagement

Education

Post-secondary degree

Job description

BMO Financial Group in the United States is seeking a Retail Banking Sales & Service professional to deliver exceptional service, identify customer needs, and guide them to appropriate financial solutions across channels. You will lead needs assessments, grow loyalty, and build relationships within the branch and community, while explaining everyday banking, lending, and investment options.

The role emphasizes compliance, risk awareness, and a personal customer experience, with salaried pay and