Relationship Banker - Personal Banking & Lending Advisor

BMO U.S.

Capitola (CA)

On-site

USD 43,000 - 75,000

Full time

8 days ago

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Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Capitola, CA, is seeking a Banking Sales & Service professional to deliver exceptional customer service, assess needs, and provide tailored financial solutions. The role involves collaborating with branch teams and partners to enhance the customer experience and achieve business objectives.

Candidate will lead needs-based assessments, engage customers across channels, and advise on everyday banking, lending, home financing, and small business solutions while ensuring

Qualifications

Typically between 2 - 3 years of relevant experience.
Appropriate lending qualifications and designations.
Working knowledge of personal and small business customer needs and solutions.
Excellent verbal and written communication skills.
Strong interpersonal and collaboration abilities.
Analytical and problem solving skills.

Responsibilities

Deliver exceptional service to BMO customers and prospects.
Identify customer needs and provide advice on financial solutions.
Lead needs-based assessments to grow loyalty and opportunities.
Engage customers to complete assessments and tailor solutions.
Ensure compliance with regulatory requirements and lending policies.

Skills

Customer needs assessment

Interpersonal skills

Sales oriented

Communication skills

Problem solving

Job description

Candidate will lead needs-based assessments, engage customers across channels, and advise on everyday banking, lending, home financing, and small business solutions while ensuring

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