Relationship Banker: Personal Banking & Lending Advisor

BMO U.S.; Manteca (CA); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

BMO Financial Group in the United States is seeking a Retail Banking Sales & Service team member to deliver exceptional customer service, identify needs, and guide clients to tailored financial solutions across everyday banking, lending, and small business options.

You will engage customers, schedule appointments, grow loyalty, and collaborate with branch partners to meet business objectives while following regulatory requirements and risk practices.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree in a related field.
• Experience in consultative customer service or sales is preferred.
• Familiarity with personal banking products and lending solutions.

Responsibilities

• Deliver exceptional service and needs-based assessments to grow loyalty and opportunities.
• Engage customers to schedule appointments and build new relationships across channels.
• Provide advice on digital and self-serve options to make banking easy and fast.
• Ensure compliance with legal, regulatory, and risk requirements in lending and banking processes.

Skills

Customer needs assessment

Sales & service

Financial solutions

Communication

Collaboration

Education

Post-secondary degree in related field

Tools

CRM software

Job description

BMO Financial Group in the United States is seeking a Retail Banking Sales & Service team member to deliver exceptional customer service, identify needs, and guide clients to tailored financial solutions across everyday banking, lending, and small business options.

You will engage customers, schedule appointments, grow loyalty, and collaborate with branch partners to meet business objectives while following regulatory requirements and risk practices.